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Relationship Manager


Source:
TIMESJOBS.COM
Location:
Gurugram, HR
Date:
12-11-2016
Job Code:
58276680
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
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Job Details

Review CitiGold customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needsAdvise CG customers to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needsReview product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetrationEnsure coverage of all relationships through customer engagements, risk profiling and financial planningOrganize CG customer events to enhance customer bondingAcquire new CitiGold customers through converting referral leadsEnsure that KYC/AML and other compliance norms are strictly adhered toComplete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory normsProvide 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
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

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: 2-6

Requirements

Accounting/Financial Products | Client Servicing | Direct/Commission Sales | Relationship/Account Servicing
Applying for this job will take you to an external site

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