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Job Location | Chennai |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Sales / BDPublic Relations (PR) |
EmploymentType | Full-time |
Job Description Relationship Manager-Wealth [RM-Wealth] Reports to: Branch Manager-Wealth Management Group.Job Role and Responsibilities: To ensure more wallet share to the customers to avoid devaluation of securities To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa(Primary bankers have 200 clients)Managing relationship to improve relationship value of existing customers Ensuring products the customers according to their requirementsDeliverables: Maintain and deepen the relationships with the customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Ensure compliance as per the bank requirements Maintain regular contact with clientsSkills and Competencies: Ability to analyze data Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)Maintaining external network i.e. to maintain contact with the customers Attitude to service clients by providing them smooth and superior service delivery
Keyskills :
elationship manager relationship executive relationship officer operation executive