Virtual Wealth Relationship Manager

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Relevant experience in personal banking or relationship management., Strong interpersonal and communication skills., Educational background in finance, banking, or related fields., Ability to build and maintain deep client relationships..

Key responsibilities:

  • Manage and grow a portfolio of affluent customers.
  • Serve as the primary contact for client banking needs and solutions.
  • Collaborate with product teams to offer tailored financial products.
  • Ensure compliance with banking policies and assist during audits.

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Nilasu Consulting Services Pvt. Ltd. Human Resources, Staffing & Recruiting Scaleup https://nilasu.com/

Job description


We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will –
Age should be max 33yrs
  1. Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
  2. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. 
  3. Fully own the book, growth and customer service KPIs for mapped portfolio 
  4. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
  5. Work with internal teams to drive on-ground innovation and bank's strategic initiatives
  6. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
  7. Enforce strict adherence to the bank's policies and regulatory compliance measures
  8. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Relationship Management
  • Solutions Focused
  • Collaboration
  • Innovation

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