Roles and Responsibilities

Relationship Manager for Wealth Customers of bank.

Responsible for Cross Sell ,enhancing client relationship

Acquisition of new clients for bank

Providing Complete banking and financial solution to customers.

Sourcing of Investment products like mutual funds, Insurance

Providing assistance to Customers for foreign remittances.

Deepening of relationship with existing Current & Saving account holders.

Generation of referrals from internal database and existing customers.

Generate business and cross sell different products & services of the Bank.

Enhance the value and size of the managed portfolio.