Actively Looking for Relationship Leader (Sr. Manager / AVP) into Bank Saturday, 18 June 2016 No Comment

Job Summary

Locations:

Hyderabad / Secunderabad

Experience:

8 – 13 years

Keywords / Skills :

HNI, Investment Products, Advisory , RM , Banking , Current, Compliance, Customer Service , Team Leading, Team Handling, UHNI, Portfolio Management

Education:

Any graduate

Stream:

• Any
• Management

Function:

Sales/ Business Development

Role:

Sales Exec/ Sales Representative

Industry:

Banking/ Financial Services

Summary:

1.Manage a team of 5-7 RM’s & Serve as a dedicated single point of contact for 30-40 HNW clients 2.Relationship Managers Team will be under reporting to you. 3.You will be reporting to Market Head. 4.Having excellent knowledge and experience in We

Posted On:

19th Jun 2016

Job Ref code:

160616009063

1.Manage a team of 5-7 RM’s & Serve as a dedicated single point of contact for 30-40 HNW clients

2.Relationship Managers Team will be under reporting to you.

3.You will be reporting to Market Head.

4.Having excellent knowledge and experience in Wealth Products/Investments/Stocks

5.Train and mentor RM’s towards closing deals and shall be responsible for achievement of team target

6.Review individual account relationships to determine the banking and investment needs of clients

7.Identify the potential investment products for clients and risk profile of the customer

8.Leverage product experts to generate product specific investment ideas for clients

9.Ensure proper documentation for smooth transaction execution and customer service

10.Prepare KYC reports of client & Ensure advisory processes are consistent with defined compliance norms

11.Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
:

HNIInvestment ProductsAdvisoryRMBankingCurrentComplianceCustomer ServiceTeam LeadingTeam HandlingUHNIPortfolio Management

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Actively Looking for Relationship Leader (Sr. Manager / AVP) into Bank

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