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Relationship Manager

For a client of TeamLease Services Ltd
5 to 20 Years
15,00,000 - 25,00,000 Per Year
Posted on 26 Dec 18
Job DescriptionLast Date 28 Feb 19

Meet annual goals / budgets set by manager for self

Develop existing and new relationships

Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

Cultivate and manage relationships with other areas of the Bank to promote cross-selling

Ensure product documentation including credit facilities is at all times correct and appropriate

Maintain good level of knowledge of the Bank’s systems and regulatory environment

Job Role

Job Type

Interview Type

Company Description
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TeamLease