Sr. Relationship Manager
- Employer
- leading PSU Bank
- Location
- Pan India
- Salary
- Attractive as per Industry norms
- Closing date
- Apr 28, 2021
View more
- Job Function
- Banking, Insurance, Relationship Management, Wealth Management
- Industry Sector
- Commercial Bank, Credit Union, Private Bank, Savings & Loan, , Government
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder, Passed CIPM Principles, Passed CIPM Expert, CIPM Certificant
- Employment Type
- Full Time
- Education
- Bachelors
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Roles and 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 within 90 days of joining the role and continuously keep self-updated on changes in products, processes and compliance / regulatory norms
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
- The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh
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