Relationship Wealth Manager / Relationship Manager - Current Account

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) to grow current account portfolios through cross-selling of retail liabilities products such as CASA, Trade & Forex, Mutual Funds, Retail Branch Banking, TPP, Elite, Premier, Preferred Banking.
  
• Identify new business opportunities by acquiring new clients and expanding existing ones' financial needs.
  
• Develop and maintain strong relationships with HNI clients to increase wallet share and product penetration.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Meet sales targets set for the role while ensuring compliance with regulatory requirements.