Technical Recruiter at A Client Of Change Leaders
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Relationship Manager - Sales - Signature Banking (3-8 yrs)
Job Description :
Position Name : Relationship Manager- Signature Banking
Experience : 3-8 years
Location : Mumbai
Notice Period : Immediate to 30 days
Primary Skills : Banking skills, Relationship Manager, Sales Manager
Qualifications :
- Post Graduate/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.