Job Description

:
Investment Relationship Manager
KRAs:

• 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 service orientation and application of bank policy.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plansand conducts special sales initiatives andevents for prospective and existing clients.
• Coordinates with other group companies to provide seamless accessto other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

• Product Knowledge in LI, GI and Mutual Fund Products.
• IRDA and AMFI Certification Employees will be preferred
• Graduate : 3 -5 years of experience
• Post Graduate : 2 -3 years of experience
• Customer orientation
• High energy levels with a motive to succeed