Assistant Officer, Virtual Relationship Manager, Consumer Banking Group
Core
Virtual Relationship Manager engaging high net worth clients across India and globally to acquire, onboard, and nurture relationships for wealth management and insurance products via digital and multi-channel approaches.
Role type
Virtual Relationship Manager (Consumer Banking)
Builds
Wealth management and insurance portfolios for Emerging Affluent and Treasures clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management product knowledge, insurance product knowledge, digital onboarding, multi-channel engagement, customer relationship management, sales strategy execution
Preferred skills
AMFI or IRDAI Composite license, regional language fluency (Marathi, Bengali, Tamil, Telugu), postgraduate degree in finance/marketing/banking
Technologies
digi app, e-channels, digital onboarding tools
Responsibilities
Acquire clients through e-boarding of leads and nurture relationships for AUM build up; Establish Virtual Relationship Channel as a major revenue contributor; Ensure right balance of product mix and deepen wallet share; Drive improvement in customer satisfaction scores; Coordinate investment and insurance portfolio reviews with specialists; Ensure effective on-boarding and client coverage; Support process and product improvement initiatives
Seniority
Individual Contributor, mid-level sales role