Relationship Manager jobs in India at Bharti Consultants

Position:Financial Partner (FP)
Grade:Manager/ Senior Manager
Business Unit:Branch Banking
Sub Unit:Branch Yes Prosperity & Wealth Management
Reporting to:Branch Business Leader (BBL)

Responsibilities

Relationship Management :
Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business volumes for a larger share of customer wallet.
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking,forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product
to current and potential Relationships
Increase CASA balance in allocated
portfolio either through
Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales
satisfaction of mapped clients
Investments
To analyze financial needs of the customers and offer appropriate product with utmost transparency
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance
Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authoritie
(RBI/SEBI/AMFI/IRDA, etc)
Expected Age:Candidate Minimum 23 to Maximum 30 years
Profile
Education:
Graduation (Post Graduate preferred)
AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
Past Experience:
Minimum 2 years of work experience in Banking & Financial Services Organisations

Other Aspects / Skills:-

Good written and verbal communication skills
Fully conversant with MS Office
Excellent networking & interpersonal skills
Sensitive to issues of confidentially and compliance
Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
Knowledge of regulatory guidelines

Bharti Consultants is an end-to-end Human Resources solutions provider, serving clients for over 10 years now.

The pioneers of organized recruitment services in India, we believe in providing organizational solutions to enhance the competitive advantage and we do so through long-term client relationships built on experience, insight, and teamwork. Over the years, we have acted as preferred recruitment partners to notable NBFCs, Banks, the Educational sector as well as the Medical Sector to emerge as the leading recruitment brand nationally. This, combined with our role as trusted consultants for Indian professionals, translates into our core capability – Right People Right Places.

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