HR at Mindshare Consultants
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Relationship Manager - Wealth Management - Bank (3-15 yrs)
JOB DESCRIPTION - NR - Banking Partner
Grade Band Middle Management
Desired qualification - Graduate/equivalent degree in any field.
- Post graduates in finance or any field would be preferred.
- Diploma or certification in finance or related field is preferable.
- AMFI certified is a must OR candidate must clear it before joining.
Experience - Min. 5 years of experience in financial services and NR related organization.
- Financial services background candidates.
- Well networked and connected from affluent segment of society.
Compensation Negotiable
Position Reporting to Branch Manager
JOB SUMMARY
- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell
Detailed Responsibilities:
- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell.
- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
- Providing financial advice related to investments, insurance, simple banking transactions.
- Building client rapport with corporate sector/NR clients.
- Delivering the target number with quality & customer delight.
Skill set required:
- Effective communication & interpersonal skills.
- Proficient in local language & English.
- Target oriented & proactive in achieving the sales target.
- Good convincing skills with customer oriented approach.
- Capable of working successfully in competitive environment by maintaining high standards & customer centric approach.
- Goal & result-oriented professional with proactive attitude.
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