Relationship Manager - Bank

Relationship Manager - ETRG

This position is for one of the leading banks in India.

The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:

- Making recommendations to clients on ways to best manage their money

- Building a healthy GL book – CASA and Fixed deposit

- Building a healthy asset base – Secured and unsecured loans and credit cards

- Seamless and superior service delivery

- Compliance with key regulatory and bank level requirements

Responsibilities

1. Providing coverage to the WMs mapped to him and the corresponding clients mapped to the WMs.

2. Contacting clients and setting up meetings.

3. Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims

4. Analysing information and preparing plans best suited to individual clients' requirements

5. Designing financial strategies

6. Providing clients with information on new and existing products and services

7. Assisting clients to make informed decisions

8. Researching information from various sources

9. Promoting and selling financial products to meet given sales targets

10. Keeping up to date with financial products and legislation

11. Resolution of queries of all mapped clients within TAT specified

12. Ensure compliance through regular process checks and self-audit scores13.

Interested candidates please send in your resumes to abhidha@successwrks.in