Relationship Manager (Preferred)
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Any Graduate
HNI Sales
Responsibilities
• Acquisition of new Preferred customers
• Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
• Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support
• Sales across all product segments – Third Party Products, Assets, Cards etc.
• Ensure certification of documentation required for opening and maintaining customer accounts
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Requirements
• Candidate must possess at least a Graduate/Post
• Graduate/Professional Degree in any field.
• At least 3 years of working experience in the related field is required for this position.
• Preferably Managers specializing in Banking/Financial Services or equivalent
• Job role in Retail Banking / Branch Operation or equivalent
• Knowledge of the Banking Industry and Financial Markets
• Good Relationship Management & service focus Skills
• Good Communication & Presentation Skills
• Interpersonal & Influential Skills.
• Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
• Certification:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certifications
EDUCATIONAL QUALIFICATION Any Graduate
CTC Range - 9 lkh ~ 10 lkh
Job location - Jaipur
HNI Sales
Responsibilities
• Acquisition of new Preferred customers
• Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
• Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support
• Sales across all product segments – Third Party Products, Assets, Cards etc.
• Ensure certification of documentation required for opening and maintaining customer accounts
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Requirements
• Candidate must possess at least a Graduate/Post
• Graduate/Professional Degree in any field.
• At least 3 years of working experience in the related field is required for this position.
• Preferably Managers specializing in Banking/Financial Services or equivalent
• Job role in Retail Banking / Branch Operation or equivalent
• Knowledge of the Banking Industry and Financial Markets
• Good Relationship Management & service focus Skills
• Good Communication & Presentation Skills
• Interpersonal & Influential Skills.
• Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
• Certification:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certifications
EDUCATIONAL QUALIFICATION Any Graduate
CTC Range - 9 lkh ~ 10 lkh
Job location - Jaipur
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