Job Description
Department: – Wealth Management Services
Role & Responsibilities:
• Will be responsible for revenues on Liabilities and wealth management products
• All banking service queries will be passed on to the Customer Service Executive (CSE)
• 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 +0 days of joining the role and continuously keep selfupdated 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
• The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh]
• Any other roles & responsibilities assigned from time to time
Education Qualification:
Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE
Desirable Qualification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA
Work Experience:
Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.
No. of Vacancies: 101
The details shared here are for quick reference only. For more details, T&C, and to apply for the Job please refer to the career section of the Bank's website or click here: -
https://www.bankofbaroda.in/career/current-opportunities/recruitment-of-professionals-on-contractual-basis-for-various-department
Role & Responsibilities:
• Will be responsible for revenues on Liabilities and wealth management products
• All banking service queries will be passed on to the Customer Service Executive (CSE)
• 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 +0 days of joining the role and continuously keep selfupdated 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
• The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh]
• Any other roles & responsibilities assigned from time to time
Education Qualification:
Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE
Desirable Qualification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA
Work Experience:
Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.
No. of Vacancies: 101
The details shared here are for quick reference only. For more details, T&C, and to apply for the Job please refer to the career section of the Bank's website or click here: -
https://www.bankofbaroda.in/career/current-opportunities/recruitment-of-professionals-on-contractual-basis-for-various-department
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager 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.
