Relationship Manager- Wealth

Job Role: Relationship Manager- Wealth

Location: Raipur, Bhiwadi

Grade: AVP, DVP

Basis experience -

Minimum experience in years – 8-12 years

Exposure to Wealth Management is mandatory

Job Purpose

To build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience.

100% compliance for Self across mandatory certification: CIEL / AMFI / IRDA / PMS / SIF

No outstanding risk profiler pending for update

100% compliance to recommended / non-recommended funds declaration

No outstanding deferrals / exception processing outside TAT, Revert and Closure to Staff Audit Alert

To keep updates on functional and industry knowledge

Set positive examples, guides staff members through new tasks build rapport with others

Strong levels of knowledge in Equity and other areas

Focused on creating measures of excellence

Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Education: Graduation/Post-Graduation: Marketing/Finance/ CA

Major Stakeholder:

• Customers

• Branch Banking Team

• Operations

• Product Team

• Treasury

• HLIC

• Insurance CAM

• MF Fund houses personnel

• HSL personnel

If you are interested please share resume on below mail id : [email protected]