Investment Relationship Manager -Branch Banking-Branch Banking -

-Role & 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 service orientation and application of bank policy.

-Informs customers of new products or product enhancements to further expand the banking relationship.

-Plan and conducts special sales initiatives and events for prospective and existing clients.

-Coordinates with other group companies to provide seamless access to other products.

-Maintains complete relationship record for assigned customer accounts.

-Tracks customer complaints/queries and turnaround times for customer satisfaction.

Preferred candidate profile

Candidates with minimum of 2 years of experience with life insurance should apply.

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

Perks and benefits

Will be shared Lately.