Affluent Relationship manager

C
Confidential


Telesale bpo job in axix bank process
Confidential • Noida, Uttar Pradesh • via OLX
13 days ago
Full–time
No Degree Mentioned
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Job description
Urgently hiring for male & female
Freshers or experience both apply
Telesales banking process
Cab facility available for up dawn
Good salary or insensitive
Location Noida sector 127
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No fees no hidden charges
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TheCareerVista


Affluent Relationship manager
TheCareerVista • Noida, Uttar Pradesh • via LinkedIn
Full–time
Apply on LinkedIn
Job description
Salary: +-12 lpa

Are you an experienced Relationship manager looking for an exciting new opportunity working with one of the largest private sector banks in India? The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture, and Retail Businesses.

About Affluent Business

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.

About The Role

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience

Requirements

Key Responsibilities:
• Provide financial solutions to the H customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Optimal Qualification For Success On The Job Is
• Graduation/ Post graduation from a recognized institute
• AMFI and NCFM certifications

Preferred Candidate Profile
• Academic Qualifications Required : Minimum Graduate
• Knowledge of the Banking Industry Financial Markets Nature of Relevant Work Experience Required
• Sales Experience in Handling HNI Customers in Banking sector
• 5+ years of Banking NBFC experience but the candidate should be working with a bank currently.
• Must have handled portfolio before

Role Proficiencies

For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship-building skills

Benefits
• Insurance, Health Wellness: The client provides health insurance and wellness programs to support the well-being of its employees.
• Financial Retirement: Employees can benefit from financial security through features such as provident funds, gratuity, and pension plans.
• Family Parenting: The bank may offer benefits to support employees with family and parenting needs, although specific details may vary.
• Vacation Time Off: The client provides paid vacation and time-off benefits to its employees.
• Perks Benefits: Additional perks and benefits could include allowances, bonuses, and various

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