Investment Relationship Manager Branch Banking Branch Banking
Year Mumbai, Maharashtra, India
Job Description
:Investment Relationship ManagerKRAs:
- Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements.
- Ensures high levels of customer service orientation and application of bank policy.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plansand conducts special sales initiatives andevents for prospective and existing clients.
- Coordinates with other group companies to provide seamless accessto other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- Graduate : 3 -5 years of experience
- Post Graduate : 2 -3 years of experience
- Customer orientation
- High energy levels with a motive to succeed
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Job Detail
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Job IdJD3454116
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear