Hiring For Relationship manager (Preffered RM)II Banking

OM Careers

2 - 6 years

7 - 11 Lacs

kolkata

Posted:6 hours ago| Platform:

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Skills Required

casa hni retail liabilities uhni relationship manager tpp portfolio mutual funds branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold)
Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
Easily establish relationship with customers and build a rapport.
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
Maintain highest order of honesty, transparency and integrity in all actions.

Preferred candidate profile

Able to communicate in English and vernacular language effectively to express ones viewpoint clearly
Good networking skills - ability to build relationships and leverage the rapport.
Good analytical skills at an elementary level
Ability to understand & sell a variety of products.
Good follow up skills. Should be able organize time effectively and structure activities
Is able to persuade others to one own point of view and present the key benefits persuasively.
Is able to remain calm and composed in adverse situations and answer customer objections convincingly and professionally.
Has an entrepreneurial orientation and is self-driven
Extrovert & affable in nature.

Likes interacting and dealing with people / customers.

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