Burgundy Relationship Manager

Head Count
  • Delhi, Gurgaon, Noida
  • 10-15 lakh
  • 2-7 years
  • Views
  • 17 Oct 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description


Revenue Generation
Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .Role description
Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
Portfolio management
Review individual account relationships to determine the banking and investment needs of clients
Identify the risk profile of the customer
Identify potential investment products for clients
Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
Participate in development of new product/services matched to client needs basis client feedback/market intelligence
Leverage product & investment experts to generate product specific investment ideas for clients Processes
Ensure proper documentation for smooth transaction execution and customer service
Ensure processes are consistent with defined compliance norms
Prepare detailed KYC reports of client Knowledge
Build knowledge on available products coordinate with product/investment/ advisory/research group

Strong Customer Relationship Management skills; able to acquire clients around specific product offerings
Strong verbal and structured communication to ensure that the client is mentored properly

Job Posted By

Abhai Srivastava

About Organisation

Head Count