Signature RM

Job Description –Relationship Manager- Signature Banking

Education    :    MBA / Post Graduate Degree in Financial discipline
            AMFI / NISM certified
            IRDA Certification

Experience    :    Relationship Management experience in Banks, NBFC, Brokerage houses
            Experience – 3 yrs +

Key Skills    :    Good interpersonal and communication skills – English & Vernacular
            Good Presentation skills & networking skills – ability to start relationships and 
            build rapport
            Sound knowledge of Banking Products
Good analytical skills, ability to understand client needs and sell range of pdts
            Process Orientations – self-discipline to adhere to laid down processes
            Have High integrity and professional values
            Have passion for selling and entrepreneurial orientation

Key Roles     :    Achieve personal and business unit goals by implementing a variety of     
            Relationship deepening technique and new business acquisition activities
            Acquiring and managing Resident and NRI clients
            Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360° client engagement – “Total Client Ownership”
Ensuring adherence to Compliance processes and guidelines