Job Description
The Investment Relationship Officer (IRO) is key support to Digital Relationship Manager to fulfil the IPG leads generated for these HNI customers. The IRO would meet these customers in person and support customers with their investment objectives.
Key Responsibilities
• Recommend investment products and services as per the needs of the customer
• Work with the Digital Relationship Manager to deliver Sales targets
• Conduct Face to Face Meetings with customers to suggest appropriate investment
• Ensure closure of the Leads passed by the Digital RM
• Responsible for deepening the client relationship through investment relationship solutions
• Ensure follow through with customers and referral prospects
• Solicit clients actively via referrals, as part of self-target
Qualifications:
Optimal qualification for success on the job is:
• Graduate/ Post Graduate Diploma in Management from an established Business School/University)
• 1-2 years of experience, preferably as an Investment Manager.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Proficiency in systems related to Banking transactions and services.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new departmen
Key Responsibilities
• Recommend investment products and services as per the needs of the customer
• Work with the Digital Relationship Manager to deliver Sales targets
• Conduct Face to Face Meetings with customers to suggest appropriate investment
• Ensure closure of the Leads passed by the Digital RM
• Responsible for deepening the client relationship through investment relationship solutions
• Ensure follow through with customers and referral prospects
• Solicit clients actively via referrals, as part of self-target
Qualifications:
Optimal qualification for success on the job is:
• Graduate/ Post Graduate Diploma in Management from an established Business School/University)
• 1-2 years of experience, preferably as an Investment Manager.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Proficiency in systems related to Banking transactions and services.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new departmen
💡 Quick Summary
Seeking a career-building opportunity? The RB|OCC|Investment Relationship Officer position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.