Wealth Relationship Manager
Published date: 2024/01/10
- Location: Ahemdabad , Gujrat , India
Job Responsibilities:
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to expand the banking relationship further
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Requirements:
Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA
Job Types: Full-time, Regular / Permanent
Salary: ₹700,000.00 - ₹1,500,000.00 per year
Benefits:
Cell phone reimbursement
Health insurance
Leave encashment
Life insurance
Paid sick time
Provident Fund
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Yearly bonus
Application Question(s):
Are you willing to do Field Work? Sales?
Do you have AMFI / IRDA Certification, kindly define.
Education:
Bachelor's (Preferred)
Experience:
total work: 3 years (Preferred)
Language:
English (Preferred)
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to expand the banking relationship further
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Requirements:
Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA
Job Types: Full-time, Regular / Permanent
Salary: ₹700,000.00 - ₹1,500,000.00 per year
Benefits:
Cell phone reimbursement
Health insurance
Leave encashment
Life insurance
Paid sick time
Provident Fund
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Yearly bonus
Application Question(s):
Are you willing to do Field Work? Sales?
Do you have AMFI / IRDA Certification, kindly define.
Education:
Bachelor's (Preferred)
Experience:
total work: 3 years (Preferred)
Language:
English (Preferred)
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