Relationship Manager

J.S.R Management Group

Our, one of the leading Indian Government Public Sector Bank with a strong domestic presence supported.

Job Title: Senior Relationship Manager -WMS

Location: Ahmedabad, Allahabad, Bareilly, Bengaluru, Bhopal, Chandigarh, Chennai, Coimbatore, Ernakulam, Guwahati, Hyderabad, Indore, Jaipur, Jalandhar, Jodhpur, Kanpur, Kolkata, Lucknow, Mumbai, Nagpur, New Delhi, Patna, Pune, Rajkot, Surat, Udaipur, Vadodara, Varanasi.

Age Limit: Min: 24 - Max: 35

Experience:

Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.

Proficiency/knowledge in local language/area/market/clients is desirable

Education Qualification:

A Degree (Graduation) in any discipline from a University recognised by the Govt. Of India. /Govt. bodies/AICTE

Desirable qualification/certification:

2 years full time Post Graduate Degree / Diploma in Management

Regulatory certifications . NISM/IRDA

Skills required: Wealth Management products, Liabilities.

Role & Responsibilities :

Will be responsible for revenues on Liabilities and wealth management products

All banking service queries will be passed on to the Customer Service Executive (CSE)

Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs

Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

Ensure coverage of all relationships through customer engagements, risk profiling and financial planning

All loans and cross sell referrals will be passed on to the respective units.

Organize customer events to enhance customer bonding

Acquire new customers through converting referral leads

Ensure that KYC/AML and other compliance norms are strictly adhered to

Complete all mandatory certifications

• Experience

  3 - 9 Years

• No. of Openings

  199

• Education

  Higher Secondary

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Desired location