Rm Signature

6 days ago

Mumbai, India Bayleaf HR Solutions Private Limited Full time

**Education** : Post Graduate/ Graduate Degree in Financial discipline

AMFI / NISM certified

IRDA Certification

**Location** : Mumbai, Hyderabad, Chennai, Bangalore

**Experience** :3+years of Relationship Management experience in Banks, NBFC, Brokerage houses.

Roles & Responsibilties:
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

**Job Types**: Full-time, Regular / Permanent

**Salary**: Up to ₹800,000.00 per year

Schedule:

- Day shift
- Morning shift

**Experience**:

- total work (preferred)

**Speak with the employer**
+91 8655059464

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