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11/01 Arti Dobariya
HR Recruiter at Tekpillar

Views:8 Applications:4 Rec. Actions:Recruiter Actions:1

Relationship Officer - Sales - Bank (3-5 yrs)

MP Job Code: 193344

- 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.

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