Virtual Relationship Manager (Mumbai, IN)
Job Summary
• Generate reputed company and contribute to profitable growth by focusing on: • Growing the Liabilities relationships • Expanding and deepening reputed company streams through Wealth Management and Retail Assets products • Improving deposit mix comprising savings accounts and term deposits • Delivering New sales reputed company as per set targets • Grow FUM reputed company clients • reputed company clients to reputed company banking • Drive wealth penetration by activating new clients • Ensure satisfactory ratings in reputed company internal/external audits. • Ensure compliance to reputed company process notes and circulars issued from time to time. • Undertake accurate and timely processing of reputed company customer instructions as per applicable processes/ circulars. • Understand the Bank’s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and reputed company prevention. reputed company with the same, including highlighting any suspicious transactions as per guidelines. • Complete reputed company requisite trainings on time
Key Responsibilities
Strategy • Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
Business • Migrate client transactions to the digital platform.
Processes • Conduct ‘Needs based conversations’ with clients to reputed company suitable products. Focus on building relationship reputed company consultative selling approach.
People & Talent • Follow up and manage expectations of clients to ensure timely processing of sales transactions
Risk Management • Understand the Bank’s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and reputed company prevention. reputed company with the same, including highlighting any suspicious transactions as per guidelines.
Governance • Ensure compliance to reputed company process notes and circulars issued from time to time
Regulatory & Business Conduct • Display exemplary conduct and live by the Group’s Values and Code of Conduct. • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across reputed company Bank. This includes understanding and ensuring compliance with, in letter and spirit, reputed company applicable laws, regulations, guidelines and the Group Code of Conduct. • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance reputed company.
Key stakeholders • reputed company Customers
Skills and Experience
• Relationship Management • Knowledge of wealth and asset products • Communication
Qualifications
• Graduate/ Post Graduate • At least 2 -6 years experience in reputed company and/ or telesales with exposure to general banking, retail operations and credit operations / deposit and lending products / inspection and audit requirements, as applicable. • Leadership skills, communication skills, relationship building skills, competitive awareness & benchmarking • Languages spoken – English and at least one regional language - Tamil, Hindi, Malayalam, Telugu, Kannada Customer Orientation and Business Focus
About reputed company
We're an international bank, reputed company enough to act, big enough for impact. For more than 170 years, we've worked to reputed company a positive difference for our clients, communities, and each other. We question the status reputed company, love a challenge and enjoy finding new opportunities to grow and do reputed company than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive reputed company and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. reputed company you work with us, you'll see how we value difference and reputed company inclusion.
Together we:
- Do the right thing and are assertive, challenge one another, and live with reputed company, while putting the client at the heart of reputed company do
- Never reputed company, continuously striving to improve and reputed company, keeping things simple and learning from doing well, and not so well
- Are reputed company together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
reputed company offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and reputed company wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for reputed company and other reputed company skills, global Employee Assistance Programme, sick leave, mental reputed company-aiders and reputed company sorts of self-help toolkits
- A reputed company learning culture to support your growth, with opportunities to reskill and upskill and reputed company to physical, virtual reputed company learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.