Job Description
Full job description
Job Duties & Responsibilities
Quality engagement with Emerging Affluent and Treasures clients to retain and developing sustainable relationships
Ensure effective and efficient on-boarding, client coverage and client economics.
Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations.
Establish relationships with the client’s basis opportunities identified by key acquiring channels such as SME / CEP/IBG/ DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria.
Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc.
Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner
Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations
Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance
Required Experience
2-3 years of experience servicing high net worth clients at a financial institution / KPO
While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial.
Good knowledge of wealth management products, both investment and insurance
Customer oriented and able to capture customer financial needs
Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage
Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage.
Education / Preferred Qualifications
University level education, preferably in finance, business or a related discipline. Postgraduation in marketing or finance or banking would be desirable
Core Competencies
Selling and team influencing skills to grow customer numbers and customer product uptake
People Management
Communication Skills
Drive for Action
Ability to work in an ambiguous environment
Excellent understanding of the Bank’s Strategy and ability to interpret this and execute effectively to grow customer wallet share
Proven track record in execution of sales or marketing strategy that resulted in business growth
Work Relationship
Ensuring remote coverage and engagement of customers along with Branch teams for support.
Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives.
Job Type: Full-time
Pay: ₹500,000.00 - ₹900,000.00 per year
Experience:
Banking: 2 years (Required)
HNI Sales: 2 years (Required)
Location:
Pune, Maharashtra (Required)
Work Location: In person
Job Duties & Responsibilities
Quality engagement with Emerging Affluent and Treasures clients to retain and developing sustainable relationships
Ensure effective and efficient on-boarding, client coverage and client economics.
Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations.
Establish relationships with the client’s basis opportunities identified by key acquiring channels such as SME / CEP/IBG/ DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria.
Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc.
Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner
Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations
Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance
Required Experience
2-3 years of experience servicing high net worth clients at a financial institution / KPO
While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial.
Good knowledge of wealth management products, both investment and insurance
Customer oriented and able to capture customer financial needs
Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage
Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage.
Education / Preferred Qualifications
University level education, preferably in finance, business or a related discipline. Postgraduation in marketing or finance or banking would be desirable
Core Competencies
Selling and team influencing skills to grow customer numbers and customer product uptake
People Management
Communication Skills
Drive for Action
Ability to work in an ambiguous environment
Excellent understanding of the Bank’s Strategy and ability to interpret this and execute effectively to grow customer wallet share
Proven track record in execution of sales or marketing strategy that resulted in business growth
Work Relationship
Ensuring remote coverage and engagement of customers along with Branch teams for support.
Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives.
Job Type: Full-time
Pay: ₹500,000.00 - ₹900,000.00 per year
Experience:
Banking: 2 years (Required)
HNI Sales: 2 years (Required)
Location:
Pune, Maharashtra (Required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Virtual Relationship Manager position is now open for candidates interested in the Work from home Jobs sector. This role in India 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 Work from home Jobs is a plus.
