Job Highlights
- The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of [30 lakh]
- Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies
Job description
Roles and Responsibilities
- Will be responsible for revenues on Liabilities and wealth management products .
- All banking service queries will be passed on to the Customer Service Executive (CSE) .
- Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs.
- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning .
- All loans and cross sell referrals will be passed on to the respective units.
- Organize customer events to enhance customer bonding .
- Acquire new customers through converting referral leads .
- Ensure that KYC/AML and other compliance norms are strictly adhered to .
- Complete all mandatory certifications within 90 days of joining the role and continuously keep self updated on changes in products, processes and compliance / regulatory norms .
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them .
- The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of [30.00 lakh].
Desired Candidate Profile
- Age - Min : 24 years and Max : 35 years
- Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks / Private Banks / Foreign Banks / Broking Firms / Security Firms / Asset Management Companies.
- Proficiency/knowledge in local language/area/market/clients is desirable.
About Company
Bank of Baroda, One of Indias Largest Bank is looking for qualified and experienced Wealth Management Professionals to strengthen its Wealth Management Services
C 26 G BLOCK,,BARODA CORPORATE CENTER,BANDRA KURLA, COMPLEX,BANDRA EAST, , MUMBAI, Maharashtra, India
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