Position Title: Relationship Manager
Business Group: Global Private Clients (GPC)
Purpose of the Job:
- The prime responsibility of the RM/SRM is to acquire and manage relationships with HNI clients who are of GPC profile (Customers who have a networth of Rs.5 crores and above)RM/ SRM would be required to acquire GPC profile customers and manage relationships with existing customers by providing them various investment products and services.
Location: Delhi
Qualification Reqd : CA / MBA from Campuses such as MDI/SPJIMR/NMIMS/XIMB/IMT/FORE/SCMHRD/LIBA/ KJSomaiya
Experience: 7 - 11 years post qualification
Key Deliverable:
The objective of this job is to generate fee income by providing advise on various investment products to the customer. It shall include the following:
- Acquiring new to bank GPC profile customers through own and other client references
- Generate fee income by advising customers on various investment products and services
- Grow Assets under Advise (AUA) by developing and managing relationships with customers
- Seamless and superior service delivery on banking products like savings accounts and home/auto loans and credit cards
- Compliance with key regulatory and bank level requirements
Key skills:
- Relationship Management – Ability to engage with the customer on a variety of issues and areas of interest to the customer to gain a personal rapport with the customer.
- Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.
- Ability to effectively communicate the features of various products and convince the client to invest in the right product
Interested people may send across their resumes at bhumika@peoplekonnect.co.in
Please provide following details in the email content:
PG Institute & Year of Passing
Current CTC
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