Job Description
Key Responsibilities
Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals
Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
Optimal qualification for success on the job is:
Post graduate from a recognized institute
5- 8 years in a relevant role/ BFSI sector
AMFI , IRDA & PMS certified
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
Knowledge of industry, technology, marketing, and product trends
Knowledge of regulatory guidelines and norms
Good communication (both verbal and written) skill in both English and the local language
Ability to manage complex client situations
Ability to manage risk and uncertainty for self within a dynamic priority-setting environment
Ability to handle pressure and meet deadlines
Job Type: Full-time
Schedule:
Day shift
Ability to commute/relocate:
Gurugram, Haryana: Reliably commute or planning to relocate before starting work (Required)
Experience:
total work: 3 years (Required)
Wealth management: 3 years (Required)
Speak with the employer
++1 +6427+8502
Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals
Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
Optimal qualification for success on the job is:
Post graduate from a recognized institute
5- 8 years in a relevant role/ BFSI sector
AMFI , IRDA & PMS certified
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
Knowledge of industry, technology, marketing, and product trends
Knowledge of regulatory guidelines and norms
Good communication (both verbal and written) skill in both English and the local language
Ability to manage complex client situations
Ability to manage risk and uncertainty for self within a dynamic priority-setting environment
Ability to handle pressure and meet deadlines
Job Type: Full-time
Schedule:
Day shift
Ability to commute/relocate:
Gurugram, Haryana: Reliably commute or planning to relocate before starting work (Required)
Experience:
total work: 3 years (Required)
Wealth management: 3 years (Required)
Speak with the employer
++1 +6427+8502
💡 Quick Summary
Seeking a career-building opportunity? The Virtual 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.
