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Job Title


Wealth Relationship Manager


Company : Leading bank


Location : Udaipur,


Created : 2025-08-01


Job Type : Full Time


Job Description

Dear CandidateWe are hiring for the Pioneer RM for the Banking Company for The Udaipur / Jaipur if you are interestedJob description are mentioned belowJReports to: Area Manager/Band: Middle/ Senior ManagementRole DetailsRelationship Management profile involving acquiring, growing and deepening HNI customer relationships through effectiverelationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment andbusiness needs and objectives.Provide the face of the Bank to the high net worth customers of the Bank.Overall Job Description* To cross sell wealth & liability products to the banks premium Asset clients* Generate new business to achieve defined sales targets* Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.* Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading toclient retention and growth.* Ensure ongoing self-development.* Manage the portfolio to de-risk against attrition and achieve stability of book.