HR Recruiter at Tekpillar
Views:8 Applications:4 Rec. Actions:Recruiter Actions:1
Relationship Officer - Sales - Bank (3-5 yrs)
- Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
- Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
- Perform as key contact for selected customer relationships under Banker guidance.
- Initiate apt activities to ensure on time and scheduled response to customers.
- Ensure to alert Banker with respect to any delays along with potential issues.
- Support to open and link new accounts on One Source.
- Provide assistance to Banker to attain approval on new account openings.
- Review independently all documents and link entire customer accounts to suitable relationship.
- Provide securities details, quotes and valuations to customers.