Posted By

user_img

Neha Gupta

Sourcing Analyst at Vrinda Global Consultants

Last Login: 14 October 2016

Job Views:  
16300
Applications:  158
Recruiter Actions:  111

Job Code

372584

Burgundy Relationship Manager - Bank

3 - 12 Years.Bangalore/Chennai/Others
Posted 7 years ago
Posted 7 years ago

Client : AXIS Bank for the post of Burgundy relationship manager

CTC Package : 8.0 lacs to 15.0 lacs (Negotiable)

Experience : 3- 12 Years

KRA :

Revenue Generation :

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .

Role description

- Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships

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

- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice

- Participate in development of new product/services matched to client needs basis client feedback/market intelligence

- Leverage product & investment experts to generate product specific investment ideas for clients Processes

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure processes are consistent with defined compliance norms

- Prepare detailed KYC reports of client Knowledge

- Build knowledge on available products coordinate with product/investment/ advisory/research group

- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings

- Strong verbal and structured communication to ensure that the client is mentored properly

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Neha Gupta

Sourcing Analyst at Vrinda Global Consultants

Last Login: 14 October 2016

Job Views:  
16300
Applications:  158
Recruiter Actions:  111

Job Code

372584

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow