Relationship Manager- Signature Banking || Wealth Manager

Job Description Relationship Manager- Signature Banking

Education : MBA / Post Graduate Degree in Financial discipline

AMFI / NISM certified

IRDA Certification

Experience : Relationship Management experience in Banks, NBFC, Brokerage houses

Experience 3 yrs +

Key Skills : Good interpersonal and communication skills – English & Vernacular

Good Presentation skills & networking skills – ability to start relationships and

build rapport

Sound knowledge of Banking Products

Good analytical skills, ability to understand client needs and sell range of pdts

Process Orientations – self-discipline to adhere to laid down processes

Have High integrity and professional values

Have passion for selling and entrepreneurial orientation

Key Roles : Achieve personal and business unit goals by implementing a variety of

Relationship deepening technique and new business acquisition activities

Acquiring and managing Resident and NRI clients

Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions

Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients

Cross-sell Trade & Fx, Wealth, Insurance products to clients

Portfolio allocations, reviews & financial check-ups for each client according at defined frequency

Ensuring 360 client engagement – 'Total Client Ownership'

Ensuring adherence to Compliance processes and guidelines

Skills Required

Hni Acquisition, Wealth Management, Private Banking, Hni Sales, Third Party Products, Hni Client Handling