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09/04 Swati Verma
Founder at Jobs Avenue

Views:876 Applications:32 Rec. Actions:Recruiter Actions:5

Associate Director - Relationship Management - Bank (10-17 yrs)

Mumbai Job Code: 815540

Associate Director - Relationship Management


Job Description :

- Responsible for developing and maintaining strong long term key client relationships with the set of clients already in existence in order to extract maximum business by engaging in a professional and timely manner

- In-depth knowledge of client's wealth and family circumstances being a source of informal advice for trust related parties and advisers to the most complex issues adhering to professionalism and time management

- To trouble shoot, identify and rectify problems at an early stage

- To identify the needs of the clients and co-ordinate with the various departments to live up to the expectations of the clients in terms of client satisfaction and thereby, enabling smooth functioning

- To in-built confidence and trust in the clients

- Maximize client retention

- Responsible for increasing revenue and increase inflows of net new money, achieving growth by leveraging brand and it's network

Section - B

Specific Skills Required :

- Relationship Building and Management

- Solution Framing ability

- Formulating Situation based solutions

- Ability to structure Investment Products meeting client requirement

- Balanced and Solution Oriented Mindset

- Personal Network Development

- Team Building

- Strong focus on customer service

Essential Functions :

- Excellent Communication skills

- Listening skills

- Analytical skills

- Understanding of Capital Markets and Investment products

- Transparency

Qualification :

Basic Qualification : MBA/CA

Industry Experience : Banking background of Relationship Funds/ Investment Banking/ Private Equity/Consulting/ Asset Management/Broking or from other Wealth Management Platforms

Women-friendly workplace:

Maternity and Paternity Benefits

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