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15/11 Juvin Singh Koyal
HR Recruiter at Thought At Work

Views:1814 Applications:16 Rec. Actions:Recruiter Actions:11

Relationship Manager - Wealth Management - BFSI (5-8 yrs)

Any Location Job Code: 765117


- PMS in wealth

- Should be from wealth management

- Sourcing new clients along with maintaining end to end relationship with the client, i.e. from sourcing to disbursement, servicing, renewal and enhancement with proper compliance

- Managing team size of 3-5 Relationship Managers

- Maintaining Key Customer Relationships and understanding their product needs

- Cross-sell various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, current accounts, etc.

- Ensuring the portfolio meets all compliance standards

- To deepen share of wallet for the acquired portfolio

- Portfolio and client monitoring and ensuring the maintenance of portfolio quality

- Act as single point for customer query resolution

Required Skill set :

- Experience in origination and relationship management in the relevant segment

- Strong market knowledge and connect in the relevant segment

- Knowledge and experience in handling credit applications and getting them approved through the system (should be customer-owner in current organisation and not just a lead generator)

- Excellent written and verbal communication skills, Proficient in local language and English

- MBA (Finance) / CA, with knowledge of corporate Banking and Trade products

- Strong Sales & Target Orientation

Experience: 5-8 years of work experience with 3-4 years- of experience in business banking in an acquisition role and into a team managing role

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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