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Virtual Relationship Manager

3.00 to 8.00 Years   Mumbai City   10 Jul, 2023
Gharondaa Advisors Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Key Responsibilities Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.QualificationsOptimal qualification for success on the job is: Post graduate from a recognized institute 5- 8 years in a relevant role/ BFSI sector AMFI , IRDA & PMS certifiedRole Proficiencies:For successful execution of the job, the candidate should possess the following: Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self within a dynamic priority-setting environment Ability to handle pressure and meet deadlinesJob Location:Malad-Mumbai, Kandivali-Mumbai, Borivali-Mumbai, Dahisar-Mumbai, Mira Road-Mumbai, Bhayandar-Mumbai, Naigaon-Mumbai, Vasai Road-Mumbai, Nallasopara-Mumbai, Virar-MumbaiMandatory Key skills:Relationship Manager, Liability Sales, Wealth Management, Liability sales, Forex, investment products, Third party products, Portfolio manager, RetailBanking, wealth manager and virtual wealthmanager

Keyskills :
salesrelationship managementliability sales

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