Job Description: Primary Responsibilities: - Building effective relationships with clients to retain and developing sustainable relationships - Identify customer financial and other banking needs then make referrals to others where appropriate - Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner - Establishing and agreeing client contact strategies in line with Group operating models - Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services - Maintaining an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients - Supporting branch improvement initiatives, providing customer feedback of our service and product offering and ensuring compliance with audit requirements and quality assurance - Driving market leading standards for conduct and controls in line with bank values and expectations Understanding and adhering to local and global compliance Requirement: - Excellent English Communication with Kannada - Working experience servicing high net worth clients at a financial institution - Good knowledge of wealth management products, both investment and insurance - Advanced understanding of branch services & operations - Customer oriented and able to capture customer financial needs

Chennai

Novac Technology Solutions - Virtual Relationship Officer 

Job Description for Novac Technology Solutions - Virtual Relationship Officer  in NOVAC TECHNOLOGY SOLUTIONS PRIVATE LIMITED in  Chennai for (3-5) years of experience. Apply Now!