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Virtual Wealth Relationship Manager

Key Facts

Remote From: 
Full time
English

Other Skills

  • Customer Service
  • Innovation
  • Teamwork
  • Communication
  • Problem Solving

Roles & Responsibilities

  • Educational background in finance, banking, or related fields.
  • Strong interpersonal and relationship management skills.
  • Knowledge of banking products and services, including digital platforms.
  • Ability to meet customer needs and drive business growth.

Requirements:

  • Manage and deepen relationships with affluent customers.
  • Drive growth and achieve customer service KPIs.
  • Coordinate with product specialists to offer tailored solutions.
  • Ensure compliance with banking policies and regulations.

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

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