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Citigold Relationship Manager

Chennai, TN
Job Code:
  • Banking & Finance
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Job Details

To perform client profiling, recommend asset allocation, and proactively engage with customers to facilitate transactions. To reach out to all client relationships through face to face/ telephonic/ email interaction to ensure coverage of all relationships in adherence to the policy mandate around frequency of client contact To invite customers for client events and get clients to meet bank personnel as a part of the independent contact process To acquire new customers through generation of references from existing clients and /or through partnership with the client acquisition team of the bank Balanced Score Card Financial ParametersFootings Growth (CA/SA/TIDE/AUM/AAFA)Fee RevenueInsurance RevenueInvestment RevenueForex Revenue To complete all AML / KYC requirements pertaining to accounts managed by the RM; also cover AIRs/ CDDs, etc. for the clients managedComplete all mandatory certifications within 90 days of joining the bank; ensure that the certifications are current and updated; and continuously keep self updated 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 themKeep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns Senior RM's are recommended to maintain a record client memos basis client interactions/meetings
Degree: CA (Chartered Accountant)

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 5-10


Claims/Collection Mgmt | Corporate Advisory | Forex
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