Relationship Manager

Cake Jury

Responsible for including HNI customers into the Preferred programm and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c’s ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Responsibilities

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

Operations, Marketing & Processes

Increase in wallet share

- Product Penetration & contribution towards focused product

Customer Service

Qualifications

- Graduation

- Post-Graduation

Certification

- AMFI Certification

- IRDA Certification

- NCFM Certification (Optional)

Key Skills

- Sales and Influencing Skills

- Banking Product & Process Knowledge

- NRI Product and Regulatory Knowledge

- Planning and Organizing Skills

- Good Communication skills

Knowledge of Competition & Current trends in

- NCFM Certification (Optional)

Experience Required

• Minimum experience in years – 2 to 6

• Exposure to Portfolio Management segment (Preferred)

• Experience

  5 - 7 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree, Post Graduate Diploma

• 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