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Relationship Manager

2.00 to 7.00 Years   Chennai   14 Oct, 2019
Careernet
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Hi,Greetings of the day!We have an excellent job opportunity for you to work with Indias leading private sector bank as a Relationship Manager .CTC: Max up to 15 Lacs + Incentives (Salary will depend upon last drawn CTC and experience)Desired Experience: Must have 2 years plus experience into wealth management. Should come up with their own book size. Candidate having retail wealth experience can also applyQualification Required: Graduate with 2 years plus years / Post graduate from a premier institute with 2 - 5 yrs exp in wealth management PLEASE NOTE:

  • CANDIDATE SHOULD BE CURRENTLY WORKING WITH ANY ORGANIZATION.
  • ABSCOND CASES AND CURRENTLY NOT WORKING CASES WILL NOT BE CONSIDERED.
  • THIS IS PURELY A WEALTH ROLE. PLEASE DO NOT APPLY IF YOU DONT HAVE RELEVANT EXPERIENCE INTO WEALTH.
KEY RESPONSIBILITIES AND ACCOUNT-ABILITIES:
  • Responsible for building new relationships and increasing depth in existing relationships with High net worth clients. New client acquisitions.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products along with other products like CASA. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
  • Provide regular updates to the immediate superior as and when required.

Keyskills :
marketing banking insurance sales ustomerrelations privatesector financialservices wealthpreservation customermarketing

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