Job Description
Computer Mein Data Entry Karna Hain. Handling Calls. Documentation And Filing Work. Basic Excel,Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type: Individual Contributor with Hard Core Sales
Job Location: PAN India
Experience Required Total (yrs): 4 - 8 Yrs (With a Proven track record of minimum 3-6 years of relevant experience in client acquisition and management of wealth for HNI and private clients)
Qualifications
MBA or degree from a university or an institute of higher education
Desired Qualifications
AMFI Certification
NCFM Certification (Optional)
CAIIB
IRDA
The key responsibilities of a Private Banking Group Relationship Manager :
1. Client management: Building and maintaining relationships with high net worth clients to understand their financial goals and provide tailored financial solutions. Identify potential customers who can be sold tailored products to enhance product penetration
2. Investment advice: Providing expert investment advice and recommendations to clients, taking into account their risk tolerance and financial goals. Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
3. Wealth management: Offering wealth management services, including portfolio management, tax planning, and estate planning, to help clients build and preserve their wealth. products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Outstanding personal and professional network within the HNW segment
4. To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.
5. Credit services: Providing credit services, such as loans and lines of credit, to help clients finance their investments and manage their liquidity.
6. Risk management: Assessing and managing the risk associated with clients' portfolios, and ensuring compliance with bank policies and regulations.
7. Sales and business development: Generating new business and maintaining a pipeline of potential clients to grow the portfolio and meet sales targets.
8. Customer service: Providing exceptional customer service to clients, responding to their inquiries, and addressing any issues or concerns in a timely and professional manner.
+. Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
10. Entrepreneurial and innovative approach in the identification of business opportunities, paired with a results-driven work MS Word | Skills Needed : Computer
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type: Individual Contributor with Hard Core Sales
Job Location: PAN India
Experience Required Total (yrs): 4 - 8 Yrs (With a Proven track record of minimum 3-6 years of relevant experience in client acquisition and management of wealth for HNI and private clients)
Qualifications
MBA or degree from a university or an institute of higher education
Desired Qualifications
AMFI Certification
NCFM Certification (Optional)
CAIIB
IRDA
The key responsibilities of a Private Banking Group Relationship Manager :
1. Client management: Building and maintaining relationships with high net worth clients to understand their financial goals and provide tailored financial solutions. Identify potential customers who can be sold tailored products to enhance product penetration
2. Investment advice: Providing expert investment advice and recommendations to clients, taking into account their risk tolerance and financial goals. Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
3. Wealth management: Offering wealth management services, including portfolio management, tax planning, and estate planning, to help clients build and preserve their wealth. products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Outstanding personal and professional network within the HNW segment
4. To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.
5. Credit services: Providing credit services, such as loans and lines of credit, to help clients finance their investments and manage their liquidity.
6. Risk management: Assessing and managing the risk associated with clients' portfolios, and ensuring compliance with bank policies and regulations.
7. Sales and business development: Generating new business and maintaining a pipeline of potential clients to grow the portfolio and meet sales targets.
8. Customer service: Providing exceptional customer service to clients, responding to their inquiries, and addressing any issues or concerns in a timely and professional manner.
+. Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
10. Entrepreneurial and innovative approach in the identification of business opportunities, paired with a results-driven work MS Word | Skills Needed : Computer
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
