About the role

Relationship Manager - Signature Banking

Job Summary:

The Relationship Manager for Signature Banking will play a pivotal role in fostering strong client relationships while driving revenue growth. This position is instrumental in delivering tailored banking and wealth management solutions to both resident and NRI clients, ensuring a high standard of service and client satisfaction.

Key Responsibilities:

Achieve personal and business unit goals by implementing a variety of relationship deepening techniques and new business acquisition activities.
Acquire and manage Resident and NRI clients, cultivating long-term relationships and trust.
Collaborate with product specialists to ensure engagement of clients with superior and tailored banking and wealth management solutions.
Work in close coordination with Service Delivery Ambassadors to deliver exceptional service to clients.
Cross-sell Trade & FX, Wealth Management, and Insurance products to clients to enhance their portfolios.
Perform portfolio allocations, regular reviews, and financial check-ups for each client at defined frequency.
Ensure 360° client engagement, promoting “Total Client Ownership” to maximize client satisfaction and loyalty.
Adhere to compliance processes and guidelines to uphold the integrity of our services.

Requirements:

MBA or Post Graduate Degree in a financial discipline.
Candidates must hold AMFI, NISM, and IRDA certifications.
A minimum of 3 years of relationship management experience in banks, NBFCs, or brokerage houses.
Excellent interpersonal and communication skills in English and vernacular languages.
Strong presentation and networking skills, with the ability to initiate and build rapport with clients.
Solid understanding of banking products and demonstrated analytical skills to assess client needs.
High integrity and professional values with a passion for sales and an entrepreneurial mindset.

Preferred Qualifications:

Proven track record of achieving sales targets and client satisfaction.
Experience working with high-net-worth individuals and providing tailored solutions.
Proficiency in financial analysis and investment strategies.
Knowledge of digital banking solutions and innovations in wealth management.

Benefits:

Competitive salary and performance-based bonuses.
Comprehensive health insurance and wellness programs.
Opportunities for professional development and continuing education.
Flexible working hours and a work-from-home option.
Employee stock ownership plans and retirement savings programs.
Supportive company culture that values diversity and inclusion.
Access to exclusive banking and financial services for employees.

RM - Signature