Relationship Manager

Relationship Manager
Company:

Hr At Novotreeminds


Place:

Assam


Relationship Manager

Details of the offer

An Affluent RM is the single point relationship management official of the Bank for the high net worth customers in the Wealth Segment of Bank. He/she is primarily responsible for providing financial solutions to the Wealth customers and ensure value added services. Wealth managers are responsible for providing advice on the financial assets to be built and delivering an absolute performance within the return and risk range agreed upon with their High Net Worth Clients (with initial funding value of Rs 5, 00, 000 for new customers and minimum Total Relationship Value - TRV of Rs 30, 00, 000). The Wealth Managers also help in managing the quality and composition of asset portfolio of their clients. The Affluent RMs work in close coordination with the Advisory Team for risk profiling and gaining a deep understanding of the chosen assets to see how the risks come together to impact the investor's wealth and makes various product offerings to ensure maximum returns. The Affluent RMs are expected to gain market intelligence through the bank's systems, Daily Net Asset Value - NAV reports and study Mutual Fund - MF digest to review the risks on a periodic basis and be aware of the changes in financial market conditions.
- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book
- Achieve the New To Bank - NTB CDAB Target from self-sourced accounts
- Achievement of New Wealth Customer ID Acquisition Target
- Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products
- Achievement of points target from Non-Life Insurance - LI IPG Points
- Other Cross Sell Points - through Loans, FD, Forex, Cards, Remittances, etc


Source: Updazz


Area:

  • Other Jobs / Other Jobs - Crafts

Requirements

Related offers

.net backend engineer

Job Description ? .Net Core, Node.JS & C# Development ? Develop new Restful API’s ? Document software solutions in detail ? Evaluate suitability of new...


From A Thingz - Assam

Published a month ago

*noc engineer and noc administrators required in andheri /mumbai for it healthc...

Job Description *NOC ENGINEER AND NOC ADMINISTRATORS REQUIRED IN ANDHERI /MUMBAI FOR IT HEALTHCARE CO* ( Night Shifts applicable ) (We do not charge...


Maharashtra

Published a month ago

Hr recruiter-navi mumbai

Job Description Skills required : Responsible for End to End recruitments involved in full recruitment cycle across all levels and various skills. Responsible...


From Amal Infosystems Private Limited - Assam

Published a month ago

Process design engineer

Job Description • Develop and analyse PFDs, Mass energy balance and utility summary • Ability to develop and analyse P&ID diagrams with respect to process flow...


From Process System Engineers (India) Private Limited - Assam

Published a month ago