Jr. Relationship officer

Qualification : 12th / Diploma / Any Graduate.

Language : English & Tamil

Industry : Business Loans (Secured & Unsecured).

Experience : 0 – 3 Years.

CTC : - 1.53 L – 3 L per Annum + Incentive.

Responsibilities :

• Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
• Develop and maintain professional understanding of customer base to assist Bankers in deepening current relationships.
• Perform as key contact for selected customer relationships under Banker guidance.
• Initiate apt activities to ensure on time and scheduled response to customers.
• Ensure to alert Banker with respect to any delays along with potential issues.
• Support to open and link new accounts on One Source.
• Provide assistance to Banker to attain approval on new account openings.
• Review independently all documents and link entire customer accounts to suitable relationship.
• Provide securities details, quotes and valuations to customers.
• Implement and supervise all unsolicited trade activities.