Sr RM

2 weeks ago

Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Description Relationship Manager- Signature / Imperia

Education : Post Graduate/ Graduate Degree in Financial discipline

AMFI / NISM certified

IRDA Certification

Kindly Share resumes asap - Contact Person : Divyaa - Wassup : ,

Experience : Relationship Management experience in Banks, NBFC, Brokerage houses

Experience 6 yrs +

Key Skills : Good interpersonal and communication skills English & Vernacular

Good Presentation skills & networking skills ability to start relationships

and build rapport

Sound knowledge of Banking Products

Good analytical skills, ability to understand client needs and sell range of

pdts

Process Orientations self-discipline to adhere to laid down processes

Have High integrity and professional values

Have passion for selling and entrepreneurial orientation

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

Role & responsibilities

Preferred candidate profile

Perks and benefits

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