Virtual Relationship Officer - Banking (3-5 Yrs)

Primary Responsibilities:

- Building effective relationships with clients to retain and developing sustainable relationships

- Identify customer financial and other banking needs then make referrals to others where appropriate - Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner

- Establishing and agreeing client contact strategies in line with Group operating models

- Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services

- Maintaining an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients

- Supporting branch improvement initiatives, providing customer feedback of our service and product offering and ensuring compliance with audit requirements and quality assurance

- Driving market leading standards for conduct and controls in line with bank values and expectations Understanding and adhering to local and global compliance

Requirement: - Excellent English Communication with Kannada

- Working experience servicing high net worth clients at a financial institution

- Good knowledge of wealth management products, both investment and insurance

- Advanced understanding of branch services & operations

- Customer oriented and able to capture customer financial needs