Relations Manager
360 degree coverage of client needs across his personal & business banking/financial needs.
- Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
- Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Ensure compliance with these policies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reported to the supervising officer.
Experience -
Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker .
Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.
Should have experience of field sales & client interaction. Great communication with knowledge of local language.
Vacancy posted 26 days ago
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