jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
08/02 Kashbi Mehta
HR Consultant at COE Solution

Views:226 Applications:50 Rec. Actions:Recruiter Actions:33

Senior Relationship Manager - Wealth Management (7-11 yrs)

Gandhinagar/Gujarat Job Code: 889905

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

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.