RB - Affluent Business : Relationship Manager

Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients

Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly

Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.

Financial Acumen :  In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

Problem-Solving Abilities :  Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities :

• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Banks products and services / third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC / SEBI rules, regulations, and legislation governing the Bank

Qualifications :

Optimal qualification for success on the job is :

Role Proficiencies :

For successful execution of the job, the candidate should possess the following :

Skills Required

ncfm certified , amfi certified , Banking Products