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