Relationship Manager

3 weeks ago


Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

About the Role

Candidates should have experience in managing clients of 10 lacs and above for their Banking, Investments, Insurance, and Lending requirements. Relevant experience in VRM-Virtual Relationship Management/Tele Sales in Liability/Insurance market is mandatory. Minimum Experience: Candidates should have Wealth Management/Investment/Insurance experience of at least 3-5 years or more of relevant experience.

Your Responsibilities

  1. Relationship Building/Deepening/Cross Sell-Increase acquisition of target clientele across private/personal banking segments. Assist Head-Cross sell in conducting approved local level sales drives (micro events) to achieve acquisition. Acquire new accounts from referrals, companies, and existing networks.
  2. Retention-Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use of the account and grow balances.
  3. Risk Management & Governance-Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct, and other laid down compliance norms of the bank as stipulated from time to time.
  4. Video KYC-Understand the requirements of Video KYC guidelines as per RBI and assist the prospects/customers with account opening and KYC renewals through Video KYC mode.

About You

  1. The candidate should have excellent communication in English and be well-groomed.
  2. Qualification required is Post Graduation/Graduate.
  3. Candidates residing in Mumbai(Western Suburbs) will be preferred and currently looking for female candidates only.
  4. Candidates with experience in Video Chats or experience in Video KYC will be preferred.
  5. Applicants are preferred from Banking especially foreign banks like Standard Chartered (Priority Banking), HSBC (Premier Bank), CitiBank (Citi Gold), DBS Bank (for 30 lacs plus segment), or Private banks like HDFC Bank, Kotak Bank, Axis Bank.

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