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Job Overview

Category

CA, CFA, CMA, MBA, MCOM/BCOM, CS

Job Role

Investment Banking

Gender preferred

No Preferences

Functional Area

Investment Banking, Private Equity & VC

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description








From 3 to 8 year(s) of experience



₹ 4,00,000 - 9,00,000 P.A.






Ahmedabad, Vadodara, Mumbai (All Areas)





















    Key Responsibilities



    • Provide financial solutions to the Priority customers while maintaining high service standards

    • Maintain complete customer profile including the risk profile, demographics and assets in the bank

    • Enrich relationships and garner higher wallet share through customer engagement activities

    • Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products

    • Identify potential customers who can be sold tailored products to enhance product penetration

    • Acquire new customers by converting referral leads

    • Achieve targets as assigned by the organization on a monthly basis

    • Record and track all engagement activities through the CRM system

    • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank



    About the Role:


    The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience









    Role:
    Relationship Manager



    Salary:
    4,00,000 - 9,00,000 P.A.



    Industry:
    Banking



    Functional Area
    BFSI, Investments & Trading



    Role Category
    Banking Operations



    Employment Type:
    Full Time, Permanent




    Key Skills


    Wealth Management




    HNI


    Portfolio Management



    Skills highlighted with ‘‘ are preferred keyskills





    Education



    UG:
    Any Graduate




    Company Profile





    REKRUT INDIA PRIVATE LIMITED




    Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank’s customer engagement strategy across products and services.









    Skills

    CRMKYCBankingTradingOperations

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