Relationship Manager - Signature Banking
Published date: 2024/01/10
- Location: Kochi, Kochi, Kerala, India
Job Description
Position Name: Relationship Manager- Signature Banking
Experience: 3-8 years
Location: Cochin
Notice Period: Immediate to 30 days
Primary Skills: Banking skills, Wealth, Sales Manager, Trade & Forex
Qualifications
MBA / Post Graduate Degree in Financial discipline
AMFI / NISM certified
IRDA Certification
Key Skills
Good interpersonal and communication skills – English & Vernacular
Good Presentation skills & networking skills – ability to start relationships and
build rapport
Sound knowledge of Banking Products
Good analytical skills, ability to understand client needs and sell range of pdts
Process Orientations – self-discipline to adhere to laid down processes
Have High integrity and professional values.
Have passion for selling and entrepreneurial orientation.
Roles & Responsibilities
• Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities.
• Acquiring and managing Resident and NRI clients.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions.
• Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients.
• Cross-sell Trade & Fx, Wealth, Insurance products to clients.
• Portfolio allocations, reviews & financial check-ups for each client according at defined frequency.
• Ensuring 360° client engagement – “Total Client Ownership”
• Ensuring adherence to Compliance processes and guidelines
Position Name: Relationship Manager- Signature Banking
Experience: 3-8 years
Location: Cochin
Notice Period: Immediate to 30 days
Primary Skills: Banking skills, Wealth, Sales Manager, Trade & Forex
Qualifications
MBA / Post Graduate Degree in Financial discipline
AMFI / NISM certified
IRDA Certification
Key Skills
Good interpersonal and communication skills – English & Vernacular
Good Presentation skills & networking skills – ability to start relationships and
build rapport
Sound knowledge of Banking Products
Good analytical skills, ability to understand client needs and sell range of pdts
Process Orientations – self-discipline to adhere to laid down processes
Have High integrity and professional values.
Have passion for selling and entrepreneurial orientation.
Roles & Responsibilities
• Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities.
• Acquiring and managing Resident and NRI clients.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions.
• Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients.
• Cross-sell Trade & Fx, Wealth, Insurance products to clients.
• Portfolio allocations, reviews & financial check-ups for each client according at defined frequency.
• Ensuring 360° client engagement – “Total Client Ownership”
• Ensuring adherence to Compliance processes and guidelines
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