AVC:Wealth RM - Burgundy SKY

About the role

Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships.

What you'll do

• Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB…
• Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
• Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank
• Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets

What you need

• 8–12 yrs of experience
• Financial statements
• Cross-selling
• Reporting
• Compliance
• Any graduate