Recruitment Consultant at Ikya Human Capital
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Senior Relationship Manager - PSU Bank (4-9 yrs)
job Description
Company: - One of the leading PSU Bank
Nature of Employment - On the payroll of the Bank
Contract Duration - 5- Years
Job Requirements :
Job Title : Senior Relationship Manager
Education Qualification- Graduate from Government recognized University or Institution. Preference will be given to candidates having MBA or equivalent degree from reputed Colleges.
- Experience Criteria - Minimum 3 years of experience as a Relationship Manager in Wealth Management with leading Public / Private / Foreign Banks / Broking / Security firms.
- The candidate should have adequate experience in building and managing relationship with High Net Worth Clients .
Responsible :
- Will be responsible for revenues on Liabilities and wealth management products.
- Review customer wealth needs and proactively engage with the customer to validate the understanding of his 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.
- All loans and cross sell referrals will be passed on to the respective units.
- 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 role 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.
Salary : INR 7,00,000 - 14,00,000 P.A.
Industry : Banking / Financial Services / Broking
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