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Relationship Manager - Signature Banking


Changeleaders.in


Location

Nagar | India


Job description

Job Description

Position Name: Relati onship Manager- Signature Banking

Experience: 3-8 years

Location: Noida, Greater Noida

Notice Period: Immediate to 30 days

Primary Skills: Banking skills, Relationship Manager, Sales Manager, HNI

Qualifications

MBA / Post Graduate Degree in Financial discipline

AMFI / NISM certified

IRDA Certification

Key Skills

Good interpersonal and communication skills – English & Vernacular

Good Presentation skills & networking skills – ability to start relationships and

build rapport

Sound knowledge of Banking Products

Good analytical skills, ability to understand client needs and sell range of pdts

Process Orientations – self-discipline to adhere to laid down processes

Have High integrity and professional values.

Have passion for selling and entrepreneurial orientation.

Roles & Responsibilities

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities.
  • Acquiring and managing Resident and NRI clients.
  • Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions.
  • Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients.
  • Cross-sell Trade & Fx, Wealth, Insurance products to clients.
  • Portfolio allocations, reviews & financial check-ups for each client according at defined frequency.
  • Ensuring 360° client engagement – 'Total Client Ownership'
  • Ensuring adherence to Compliance processes and guidelines.


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