Chandigarh, Ahmedabad, Surat, Bangalore, Mumbai, Pune, Udaipur, Chennai, Lucknow, Delhi
Our, one of the leading Indian Government Public Sector Bank with a strong domestic presence supported.
Job Title: Senior Relationship Manager -WMS
Location: Ahmedabad, Allahabad, Bareilly, Bengaluru, Bhopal, Chandigarh, Chennai, Coimbatore, Ernakulam, Guwahati, Hyderabad, Indore, Jaipur, Jalandhar, Jodhpur, Kanpur, Kolkata, Lucknow, Mumbai, Nagpur, New Delhi, Patna, Pune, Rajkot, Surat, Udaipur, Vadodara, Varanasi.
Age Limit: Min: 24 - Max: 35
Experience:
Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.
Proficiency/knowledge in local language/area/market/clients is desirable
Education Qualification:
A Degree (Graduation) in any discipline from a University recognised by the Govt. Of India. /Govt. bodies/AICTE
Desirable qualification/certification:
• 2 years full time Post Graduate Degree / Diploma in Management
• Regulatory certifications e.g. NISM/IRDA
Skills required: Wealth Management products, Liabilities.
Role & Responsibilities :
• Will be responsible for revenues on Liabilities and wealth management products
• All banking service queries will be passed on to the Customer Service Executive (CSE)
• Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs
• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
• All loans and cross sell referrals will be passed on to the respective units.
• Organize customer events to enhance customer bonding
• Acquire new customers through converting referral leads
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Complete all mandatory certifications
Experience | 3 - 9 Years |
Salary | 8 Lac To 14 Lac P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Higher Secondary |
Key Skills | Customer Relationship Customer Service Interpersonal Skills |
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