Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly
Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
Problem-Solving Abilities: Solid analytical and problem-solving skills to address needs and challenges.
Key Responsibilities:
- Provide financial solutions to the Burgundy customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Banks products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Qualifications:
Optimal qualification for success on the job is:
- Graduation/ Post graduation from a recognized institute
- AMFI and NCFM certifications
- 6-10 years managing High Net worth clients
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to multitask, adaptive and responsive towards evolving customer and organization asks.
- Good networking and relationship building skills.