Signature Wealth RM - Leading Bank ( Mumbai)
Quotient Consultancy™
Navi Mumbai, India
1d ago

Job Description

Signature Wealth RM - Leading Bank ( MUMBAI)

Bandra, Borivali, Thane ,navi Mumbai and South mumbai locations

Candidates who have work exp in these catchment areas will be preferred.

Max CTC : upto 7 to 10 lkhs

Candidates with stock broking / Banking exp of handling and servicing Wealth / NRI clients will be preferred.


  • This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service;
  • thereby achieving targeted growth and service norms.

    Develops databases for lead generation, identifies market segments.

    Reviews and monitors effort of assigned Relationship & Sales team

    Plans and conducts special sales initiative and events for prospective and existing clients.

    Co-ordinates with other businesses to provide NRI customers with seamless access to other bank products

    Tracks customer complaints / queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.


    In depth product knowledge of all branch product selling skills ,customer service skills, MIS familiarity, strong interpersonal skills, some public relations / event management experience, knowledge of regulatory / compliance issues, knowledge of financial market place : , changes in market place, etc.

    knowledge of investment products, services and options.

    In-depth understanding of financial instruments, markets and macro micro economic processes

    Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT

    Numerical and analytical skills to calculate returns / Yields / EMI / Etc on products for customers.

    Adherence to all regulatory, statutory & corporate compliance standards and audit requirements in full.

    Liaising with product management team, marketing and other centers for new product development, service enhancements and sales initiatives.

    Role : Personal Banker

    Industry : Banking

    Functional Area : BFSI, Investments & Trading

    Role Category : Banking Operations

    Key SkillsCustomer RelationshipRelationship ManagementInvestment ProductsSales InitiativesNRIFinanceBankingCustomer SatisfactionRMMarketingSkills highlighted with are preferred keyskills

    UG : Any Graduate

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