Recruitment Executive at Noble House
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Relationship Manager - Sales - Bank (2-15 yrs)
Affluent Relationship Manager
Job Description :
I. Client Management/ Servicing :
- Serve as a dedicated single point of contact for 75-100 HNWI clients
- Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice :
- Leverage product experts to generate product specific investment ideas for clients
III. Processes :
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
IV. Knowledge :
- Build knowledge on available products
- Coordinate with IAG/Product/research group
V. Client Acquisition :
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
- Interact with internal referral sources to recognize qualified prospects and referral opportunities
- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
- Refer clients seeking business advisory services to corporate banking/capital markets team
- Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
