Relationship Manager-RM

• Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement
• Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines
• Client Solutions and Product Mix Objective
• Benchmarked minimum levels of delivery on products around customer needs
• Customer feedback on the solutions provided by RM on the customer requirements
• Functional/Industry Knowledge
• To keep updates on functional and industry knowledge
• Developing people & relationships
• Sets positive example, guides staff members through new tasks, builds rapport with others
• Research excellence
• Strong level of knowledge in equity and related areas
• Result and Process Orientation
• Focused on creating measures of excellence
• Strategic Planning
• Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Educational Qualifications (examples listed below)

Key Skills (examples listed below)

• Graduation/Post-Graduation: Marketing/Finance

Certifications:

• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Relationship Management and Negotiation Skills
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry

Experience Required (examples listed below)

• Minimum experience in years 2 yr
• Wealth Management experience preferred, Insurance experience , retail relationship management profile
• Customers
• Branch Banking Team
• Operations
• Product Team
• Treasury
• HLIC
• Insurance CAM
• MF Fund houses personnel
• HSL personnel