Company: - One of the leading PSU Bank

Nature of Employment - On the payroll of the Bank

No of Position - 200

Contract Duration - 5- Years

Location : 

WESTERN CENTRE - Ahmedabad /Surat /Anand /Rajkot /Vadodara/

NORTHERN CENTRE - Bareily/ Kanpur/ Lucknow/ Udaipur/ Jodhpur/ Jaipur/ NCR/ Jalandhar/ Ludhiyana/ Chandigarh/ New Delhi.

EASTERN & CENTRAL CENTRE - Kolkata/ Bhopal/ Indore/ Patna

Job Requirements :

Job Title : Relationship Manager

Education Qualification- Graduate from Government recognized University or Institution. Preference will be given to candidates having MBA or equivalent degree from reputed Colleges.

Experience Criteria - Minimum 3 years of experience as a Relationship Manager in Wealth Management with leading Public / Private / Foreign Banks / Broaking / Security firms.

The candidate should have adequate experience in building and managing relationship with High Net Worth Clients .

Responsible :

- Will be responsible for revenues on Liabilities and wealth management products.

- Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs.

- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- All loans and cross sell referrals will be passed on to the respective units.

- Organize customer events to enhance customer bonding.

- Acquire new customers through converting referral leads.

- Ensure that KYC/AML and other compliance norms are strictly adhered to Complete all mandatory certifications within 90 days of joining the role and continuously keep self-updated on changes in products, processes and compliance / regulatory norms.

- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.

Salary : INR 6,00,000 - 14,00,000 P.A.

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