RM - Wealth Management - Bank

Relationship Manager - Wealth Management

One of our clients, A leading MNC Bank is looking for a right candidate for the below mentioned position.

JOB DESCRIPTION: -

- To enhance the Relationship Value of the assigned customers through established compliant processes, by providing customer oriented wealth management solutions.

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.

- Advise customer to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Organize customer events to enhance customer bonding.

- Acquire new customers through converting referral leads.

- Ensure that KYC/AML and other compliance norms are strictly adhered to.

- Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms.

- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.

- Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns.

DESIRED PROFILE:

- We are looking for MBA with 4 - 6 years of wealth management experience.

Interested may send your profile with current CTC details to: Sushma@datamaticsindia.com

Sushma Giri
Phone No. 080 - 41512972
Datamatics Staffing Services Pvt. Ltd,
Bangalore