Tele- Relationship Manager

Deutsche Bank

Mumbai, India
Not specified; not specified; best in class leave ...
3-5 years wealth management experience
Virtual relationship management (vrm) background
Video kyc session execution skills
The primary objective is to nurture clients and relationships by providing world-class experiences for banking, investments, risk, and lending requirements

Job Summary

  • The primary objective is to nurture clients and relationships by providing world-class experiences for banking, investments, risk, and lending requirements.
  • Candidates will be part of a cross-sell team responsible for acquiring new clientele and deepening existing relationships through targeted sales drives.
  • The role includes ensuring adherence to strict compliance norms such as Know Your Customer policies and Anti-Money Laundering regulations while promoting alternate channels.

Matching Summary

The primary objective is to nurture clients and relationships by providing world-class experiences for banking, investments, risk, and lending requirements.

Salary

Not specified; Not specified; Best in class leave policy; Gender neutral parental leaves; 100% reimbursement under childcare assistance benefit; Sponsorship for certifications; Comprehensive Hospitalization Insurance; Accident and Term life Insurance

Skills & Requirements

Must-have

  • 3-5 years wealth management experience
  • Virtual Relationship Management (VRM) background
  • Video KYC session execution skills
  • Client acquisition in private/personal banking
  • Cross-sell of investment and insurance products

Nice-to-have

  • Experience with foreign banks like HSBC or Citi
  • Excellent English communication skills
  • Willingness to conduct micro events
  • Proactive customer reactivation strategies
  • Familiarity with Video Chat platforms

Key Requirements

  • Minimum 3-5 years relevant experience
  • Post Graduation or Graduate qualification
  • Residing in Mumbai Western Suburbs preferred
  • Female candidates only
  • Experience managing clients with 10 lacs+ assets

Work Rights

Not specified

Tailored Resume

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