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08/02 Kashbi Mehta
HR Consultant at COE Solution

Views:356 Applications:79 Rec. Actions:Recruiter Actions:74

Relationship Manager - Wealth Management (4-7 yrs)

Gandhinagar Job Code: 889921

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

Women-friendly workplace:

Maternity and Paternity Benefits

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