- Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement
- Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines
- Client Solutions and Product Mix Objective
- Benchmarked minimum levels of delivery on products around customer needs
- Customer feedback on the solutions provided by RM on the customer requirements
- Functional/Industry Knowledge
- To keep updates on functional and industry knowledge
- Developing people & relationships
- Sets positive example, guides staff members through new tasks, builds rapport with others
- Research excellence
- Strong level of knowledge in equity and related areas
- Result and Process Orientation
- Focused on creating measures of excellence
- Strategic Planning
- Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress
Educational Qualifications(examples listed below)
Key Skills(examples listed below)
- Graduation/Post-Graduation: Marketing/Finance
Certifications:
- AMFI Certification
- NCFM Certification (Optional)
- CAIIB
- IRDA
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Relationship Management and Negotiation Skills
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry
Experience Required(examples listed below)
- Minimum experience in years 2 yr
- Wealth Management experience preferred, Insurance experience , retail relationship management profile
- Customers
- Branch Banking Team
- Operations
- Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL personnel
