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HR Specialist at Om Careers
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Affluent Relationship Manager - Banking (7-11 yrs)
Urgent Hiring for Affluent RM_Banking_Delhi & Noida
Axis Bank - Affluent Relationship Manager (7-11 yrs)
#BFSI Sales #Sales #Banking
Job Description :
I. Client Management/ Servicing :
- Serve as a dedicated single point of contact for 75-100 HNWI clients
- Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice : Leverage product experts to generate product specific investment ideas for clients
III. Processes :
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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