Investment Relationship Manager |
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DISCLAMAIR:- The Requirment for All India Private Bank published in this Website is only for the immediate Information to the Examinees an does not to be a constitute to be a Legal Document. While all efforts have been made to make the Information available on this Website as Authentic as possible. We are not responsible for any In advertent Error that may have crept in the Requirment being published in this Website and for any loss to anybody or anything caused by any Shortcoming, Defect or Inaccuracy of the Information on this Website |
Primary Responsibilities:
- 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 serviceorientation and application of bank policy.
- Informs customers of new productsor product enhancements to further expandthe banking relationship.
- Plansand conducts special sales initiatives andevents for prospective and existing clients.
- Coordinates with other group companies to provide seamless accesstoother products.
- Maintains complete relationship record for assigned customeraccounts.
- Tracks customercomplaints/queries and turnaround times for customer satisfaction.
- Additional Responsibilities:
- Product Knowledge in LI, GI and Mutual Fund Products.Â
- IRDA and AMFI Certification Employees will be preferredÂ
- Customer orientation
- High energylevels with a motive to succeed
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