Affluent Banking:Relationship Manager - #968166

About Affluent Banking

. Affluent banking caters to a segment of customers who are High Net Worth Individuals with a range

of customizable offerings in wealth management, personal banking and business & lending

solutions. It gives a highly personalized services with an expertise driven approach of an investment

house with the great stability and immaculate execution. Affluent Business offer a gamut of different

product offerings tailor-made to its customers with seamless touch-point

About the Role

. Provide financial solutions to the Burgundy customers while maintaining high service standards

. Maintain complete customer profile including the risk profile, demographics and assets in the bank

. Enrich relationships and garner higher wallet share through customer engagement activities

. Deepen the existing relationships by cross selling the Bank's products and services/ third party

investment products

. Identify potential customers who can be sold tailored products to enhance product penetration

. Acquire new customers by converting referral leads

. Achieve targets as assigned by the organization on a monthly basis

. Record and track all engagement activities through the CRM system

. Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Key Responsibilities

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Qualifications

Optimal qualification for success on the job is:

. Graduation/ Post graduation from a recognized institute

. AMFI and NCFM certifications

. 6-10 years managing High Net worth clients

Role Proficiencies:

. Knowledge of banking products and services

. Ability to manage complex client situations

. Good communication (both verbal and written) skill in both English and the local language

. Ability to handle pressure and meet deadlines

#ComeAsYouAre We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply.