Job Role: Relationship Manager- WealthLocation: Raipur, BhiwadiGrade: AVP, DVPBasis experience - Minimum experience in years – 8-12 yearsExposure to Wealth Management is mandatoryJob PurposeTo build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience.100% compliance for Self across mandatory certification: CIEL / AMFI / IRDA / PMS / SIFNo outstanding risk profiler pending for update100% compliance to recommended / non-recommended funds declarationNo outstanding deferrals / exception processing outside TAT, Revert and Closure to Staff Audit AlertTo keep updates on functional and industry knowledgeSet positive examples, guides staff members through new tasks build rapport with othersStrong levels of knowledge in Equity and other areasFocused on creating measures of excellenceSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progressEducation: Graduation/Post-Graduation: Marketing/Finance/ CAMajor Stakeholder:• Customers• Branch Banking Team• Operations• Product Team• Treasury• HLIC• Insurance CAM• MF Fund houses personnel• HSL personnelIf you are interested please share resume on below mail id :
Job Title
Relationship Manager- Wealth