Relationship Manager

J.S.R Management Group

Our, one of the leading Indian Government Public Sector Bank with a strong domestic presence supported.

Job Title: Senior Relationship Manager -WMS

Location: Ahmedabad, Allahabad, Bareilly, Bengaluru, Bhopal, Chandigarh, Chennai, Coimbatore, Ernakulam, Guwahati, Hyderabad, Indore, Jaipur, Jalandhar, Jodhpur, Kanpur, Kolkata, Lucknow, Mumbai, Nagpur, New Delhi, Patna, Pune, Rajkot, Surat, Udaipur, Vadodara, Varanasi.

Age Limit: Min: 24 - Max: 35

Experience:

Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.

Proficiency/knowledge in local language/area/market/clients is desirable

Education Qualification:

A Degree (Graduation) in any discipline from a University recognised by the Govt. Of India. /Govt. bodies/AICTE

Desirable qualification/certification:

• 2 years full time Post Graduate Degree / Diploma in Management

• Regulatory certifications . NISM/IRDA

Skills required: Wealth Management products, Liabilities.

Role & Responsibilities :

• Will be responsible for revenues on Liabilities and wealth management products

• All banking service queries will be passed on to the Customer Service Executive (CSE)

• Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs

• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning

• All loans and cross sell referrals will be passed on to the respective units.

• Organize customer events to enhance customer bonding

• Acquire new customers through converting referral leads

• Ensure that KYC/AML and other compliance norms are strictly adhered to

• Complete all mandatory certifications

• Experience

  3 - 9 Years

• No. of Openings

  199

• Education

  Higher Secondary

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Desired location