Associate Relationship Manager - PCAT

KRA's:
• Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
• Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
• Easily establish relationship with customers and build a rapport.
• Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
• Is able to instill confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.

• Experience in Current Account, Trade & Fx, MF & Insurance is preferred

*AMFI / Insurance certification preferred.

Keyskills