Sign In
 [New User? Sign Up]
Mobile Version

Relationship Manager " Wealth Branch Banking

Secunderabad, Telangana
Job Code:
650,000 To 750,000 Monthly
  • Banking & Finance
Applying for this job will take you to an external site
  • Shortlist
  • Email Friend
  • Print

Job Details

Education Graduate / MBAMandatory AMFI Certification / Insurance certification preferred.ExperienceSales experience of 3 - 5 yearsExperience in Investment firms, brokerage, Insurance companies, Banks and should have necessarily sold Mutual Funds/Insurance in his last assignment.Need to be in Relationship Management/Direct Sales role presently & catering to NR Customers (in case of NR RMs)Alternatively, sales experience in allied industries involving relationship management like hotels, high end time-share, large developersKey SkillsAbility to communicate in English and Vernacular effectively and express ones viewpoint clearlyGood networking skills - ability to start relationships and build rapport.Good analytical skills at an elementary levelAbility to understand & sell a variety of products.Good follow up skills. Should be able organize own time effectively and structure own activitiesIs able to persuade others to one own point of view and present the key benefits persuasively.Is able to remain calm and composed in adverse situations and answer customer objections convincingly and professionally.As a person he / sheHas an entrepreneurial orientationLikes working on his own and does not aspire to manage people.Has a strong desire to be in control of his own destiny & does not want to depend on other peopleExtrovert & affable in nature.Likes interacting and dealing with people / customers.Key Role & ResponsibilitiesManage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.Easily establish relationship with customers and build a rapport.Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.Maintances highest order of honesty, transparency and integrity in all his actions.Reports to Branch Manager / RM Head (at RM Head locations)
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: 3-5


Relationship/Account Servicing
Applying for this job will take you to an external site


© Copyright 2015 Al Nisr Publishing LLC - powered by Gulf News