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Relationship Manager- Signature Banking

Relationship Manager- Signature Banking

Advance Career Solutions

3 - 8 years

|

3 - 6 Lacs

Posted:4 days ago| Platform:

Apply

Skills Required

amfi nism irda nbfc banking sales broking financial services sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Roles : 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

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