Roles and Responsibilities
JOB DESCRIPTION ;-
Relationship Management
Managing NRI customers and responsible for providing financial solutions to meet the
requirements of the NRI customers and ensure value added customer service.
Responsible for creation of new business and maintaining professional relationship with
with clients for understanding their requirements and cultivating relations with them.
Wealth Management
Managing Customers Wealth through adequate asset allocation.
Generating Wealth by Maximising risk-adjusted Return.
Optimising customers portfolio based on customer’s age and requirements.
Providing knowledge based investment advice to the customers. Retail Banking operation
To provide customer service to walk-in customers of the branch.
To cross sell and enhance relationship with existing customers.
Responsible for maintaining good Audit quality score of the branch.
Relationship Manager • ludhiana, India