Relationship Manager
2 weeks ago
Overall Job Description
· To acquire new clients through leads and family accounts grouping
· To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base
· To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client
· To service clients covering all their banking needs including bank/3rd party products
· To increase the bank and third party product holding of the mapped client
· To meet / call mapped clients for client servicing needs and new products cross sell
· To actively participate in driving campaigns conducted across liability and other products
· To conform to processes of the bank and have a high focus on compliance
Essential requirement: Graduate / Post Graduate, preferred exposure to financial subjects (Preferred: Post Graduate in Finance / Commerce)
Qualifications
· 4-6 years of work experience in the banking industry
· 2 years of relevant experience as Relationship Manager
Additional requirements:
· Valid AMFI / IRDA Certifications; If validity has expired – old certificates may be considered
· Candidate with experience working in an sales based incentive role, will be preferred
Desired Behavioural / Functional Traits
· Knowledge of Banking products and processes
· Strong Relationship Management skills. (Candidates with existing set of customers are preferred)
· Candidate must be self-motivated and must be able to pitch products to the clients
· Effective communication & interpersonal skills
· Multi-tasking with crisis management capabilities
· Ability to adapt to change in a fast growing franchise.
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