HR Consultant at COE Solution
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Relationship Manager - Wealth Management (4-7 yrs)
RM with NR Wealth management background will be preferred
Diversity candidates will be preferred
Job Location Gandhinagar
Business Management & Development
- This business would grow in two distinct source streams: Existing customers, NTB Customers.
Growing the business will require the incumbent to:
- Actively Liaise with various business groups in KMBL for generating business leads
- Actively liaise with bank/ subsidiary products team to explore, expand and refine the products offerings
- Refined products processes for an enhanced customer experience
- Liaise with branch customers for onboarding, products suitability within the permissible set of opportunities
- Manage the operational aspect of the customer management viz:
- Documentation: ensuing customer documentation is compliant with extant regulations
- KYC and account opening documentation
- Products related documentation
- Ensuring that documents are reached to customer in a timely and efficient manner
- Handholding and customer interactions: Managing customer query, internal and external reporting for individual accounts
Job Requirements
- MBA/CA with 4-7 years- experience in handling clients of 4-5 years
- Understanding of Fcy and Wealth businesses
- Passion to perform
- Excellent communications skills
- Positive and outgoing outlook and ability to reach out to people
- Energy to learn and perform
- Willingness to go the extra mile
- Knowledge of MS packages
- Knowledge of bank processes would be helpful
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