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Vrinda Global
Signature RM
Vrinda Global · posted 2 months ago
New Delhi, Noida +1 more
About the role
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 products
- 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 techniques 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 to defined frequency
- Ensuring 360° client engagement – “Total Client Ownership”
- Ensuring adherence to Compliance processes and guidelines