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- Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
- Develop and maintain professional understanding of customer base to assist Bankers in deepening current relationships.
- Perform as key contact for selected customer relationships under Banker guidance.
- Initiate apt activities to ensure on time and scheduled response to customers.
- Ensure to alert Banker with respect to any delays along with potential issues.
- Support to open and link new accounts on One Source.
- Provide assistance to Banker to attain approval on new account openings.
- Review independently all documents and link entire customer accounts to suitable relationship.
- Provide securities details, quotes and valuations to customers.
- Implement and supervise all unsolicited trade activities.
Jr. Relationship officer - Ambur, India - Prayaan Capital
Description
Qualification: 12th / Diploma / Any Graduate.
Language: English & Tamil
Industry: Business Loans (Secured & Unsecured).
Experience: 0 – 3 Years.
CTC:- 1.53 L – 3 L per Annum + Incentive.
Responsibilities :