Jr. Relationship officer

4 weeks ago

Ambur, India Prayaan Capital Full time

Qualification: 12th / Diploma / Any Graduate.

Language: English & Tamil

Industry: Business Loans (Secured & Unsecured).

Experience: 0 – 3 Years.

CTC:- 1.53 L – 3 L per Annum + Incentive.

Responsibilities :

  • Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
  • Develop and maintain professional understanding of customer base to assist Bankers in 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.
  • Implement and supervise all unsolicited trade activities.

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