Naukriguru.com

Looking for "Relationship Manager - Bank" for Delhi/NCR

Naukriguru

About Company

Naukriguru.com was incepted in 2001 with a vision to become a guide and mentor to those seeking to carve their careers in their respective fields and counted among the highest ranked e-job portals when it comes to executive search and selection.

Contact Details

Concern Person: ruchi
Company Name: Naukriguru
Email Id: hr@naukriguru.in
Website URL: www.naukriguru.com

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Looking for "Relationship Manager - Bank" for Delhi/NCR

Naukriguru - Noida, Delhi

Posted on: 03-Nov-2016

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Job Description


  • To achieve budgeted targets in terms of number of clients/volume of business & assets.

  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

  • To understand clients needs & requirements and accordingly position products & services

  • To coordinate with product and research team for taking investment decision for the clients

  • To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point

  • To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

  • To provide various investment performance reports and summaries to the clients

  • To build and maintain client bases, along with relevant comments/remarks for future reference

  • To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

  • To conduct and assist in organizing seminars, workshops and other business development activities

  • To prepare the MIS reports in the specified formats


 

Desired Candidate Profile

Not Mentioned

Key Skills

Key Skills
. Not Mentioned
Qualification
. Not Mentioned
Additional Qualification
. Not Mentioned
Industry
. Banking/Financial/Insurance Services
Functional Area
. Banking/Insurance
Job Role
. Relationship Executive/Manager

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