06/06 Swati Verma
Founder at Jobs Avenue

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

Mumbai Job Code: 826747

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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