Job Description
Education : Post Graduate/ Graduate Degree in Financial discipline
AMFI / NISM certified
IRDA Certification
Location : Mumbai, Hyderabad, Chennai, Bangalore
Experience :3+years of Relationship Management experience in Banks, NBFC, Brokerage houses.
Roles & Responsibilties:
Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities
Acquiring and managing Resident and NRI clients
Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360° client engagement – “Total Client Ownership”
Ensuring adherence to Compliance processes and guidelines
Job Types: Full-time, Regular / Permanent
Salary: Up to ₹800,000.00 per year
Schedule:
Day shift
Morning shift
Experience:
total work (Preferred)
Speak with the employer
++1 865505+464
AMFI / NISM certified
IRDA Certification
Location : Mumbai, Hyderabad, Chennai, Bangalore
Experience :3+years of Relationship Management experience in Banks, NBFC, Brokerage houses.
Roles & Responsibilties:
Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities
Acquiring and managing Resident and NRI clients
Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360° client engagement – “Total Client Ownership”
Ensuring adherence to Compliance processes and guidelines
Job Types: Full-time, Regular / Permanent
Salary: Up to ₹800,000.00 per year
Schedule:
Day shift
Morning shift
Experience:
total work (Preferred)
Speak with the employer
++1 865505+464
💡 Quick Summary
Seeking a career-building opportunity? The RM Signature position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
