Priority Relationship Manager

About the role

Acquisition of NRI clients & crossell of wealth products. Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)

What you'll do

• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
• Ensure adherence to all internal and external regulations
• NRI Process and Knowledge -Relationship Management

What you need

• Wealth management
• MIS reporting
• Reporting
• Sales
• Compliance
• Risk management
• MBA or M.Sc