e-Wealth Relationship Manager

A leading PSU Bank
Attractive as per Industry norms
10 Apr 2021
28 Apr 2021
EWRM - leading PSU Bank
Employment Type
Full Time

Age (as on 01.04.2021): Min 23 Years-Max 35 Years

Education (as on 01.04.2021): A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India./Govt. bodies/AICTE

Desirable qualification/certification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA

Work Experience (as on 01.04.2021): Minimum 2 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking  Firms / Security Firms / Asset Management Companies 2 years’ experience in sales/ services of High Value financial products through digital medium (telephone/video or web).

Roles and Responsibilities:

  • Will be responsible for managing HNI clients from various locations managed from a centralized hub.
  • Will be responsible for revenue on Liablities and Wealth Management products.
  • 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) attached to them.
  •  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

Must possess sound communication skill

  • You need to sign in to save