Relationship Manager - Signature Banking

Job Summary:

The Relationship Manager for Signature Banking will play a pivotal role in fostering strong client relationships while driving revenue growth. This position is instrumental in delivering tailored banking and wealth management solutions to both resident and NRI clients, ensuring a high standard of service and client satisfaction.

Key Responsibilities:

• Achieve personal and business unit goals by implementing a variety of relationship deepening techniques and new business acquisition activities.
• Acquire and manage Resident and NRI clients, cultivating long-term relationships and trust.
• Collaborate with product specialists to ensure engagement of clients with superior and tailored banking and wealth management solutions.
• Work in close coordination with Service Delivery Ambassadors to deliver exceptional service to clients.
• Cross-sell Trade & FX, Wealth Management, and Insurance products to clients to enhance their portfolios.
• Perform portfolio allocations, regular reviews, and financial check-ups for each client at defined frequency.
• Ensure 360° client engagement, promoting “Total Client Ownership” to maximize client satisfaction and loyalty.
• Adhere to compliance processes and guidelines to uphold the integrity of our services.

Requirements:

• MBA or Post Graduate Degree in a financial discipline.
• Candidates must hold AMFI, NISM, and IRDA certifications.
• A minimum of 3 years of relationship management experience in banks, NBFCs, or brokerage houses.
• Excellent interpersonal and communication skills in English and vernacular languages.
• Strong presentation and networking skills, with the ability to initiate and build rapport with clients.
• Solid understanding of banking products and demonstrated analytical skills to assess client needs.
• High integrity and professional values with a passion for sales and an entrepreneurial mindset.

Preferred Qualifications:

• Proven track record of achieving sales targets and client satisfaction.
• Experience working with high-net-worth individuals and providing tailored solutions.
• Proficiency in financial analysis and investment strategies.
• Knowledge of digital banking solutions and innovations in wealth management.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance and wellness programs.
• Opportunities for professional development and continuing education.
• Flexible working hours and a work-from-home option.
• Employee stock ownership plans and retirement savings programs.
• Supportive company culture that values diversity and inclusion.
• Access to exclusive banking and financial services for employees.