Wealth Manager - Sales - Bank (5-10 yrs) Delhi (BFSI Sales/Marketing)
V-Konnect Associate
1d ago
source : iimjobs.com

We are hiring banking industry for Relationship Manager Profile...

Job Description : -

  • Managing the banking and investments relationship of Banking clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • Develop, manage, and expand Banking customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identify current and potential relationship with additional revenue potential and grow business
  • Generating Incremental Business
  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
  • Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition
  • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
  • Customer Engagement :

  • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Face to the client and First person Responsible for service and sales satisfaction of mapped clients
  • Investment Advisory :

  • Financial Planning and Investment Advisory to HNI clients
  • Driving revenue business to generate fee income through products like mutual funds, investments and insurance
  • Process and Audit :

  • Ensure all sales activity is recorded online as per the organizational process
  • Capture and maximize the business opportunity through detailed client profiling as per organizational process.
  • Expected Candidate : Profile :

    Profile : Education :

    Education :

  • Graduation (Post Graduate preferred)
  • AMFI / NISM Mandatory
  • Past Experience :

  • Minimum 5 years of work experience in Banking & Financial Services Organisations
  • Other Aspects / Skills : -

  • Good written and verbal communication skills
  • Fully conversant with MS Office
  • Excellent networking & interpersonal skills
  • Sensitive to issues of confidentially and compliance
  • Market knowledge of - Retail Banking- or - Consumer Banking- or - Branch Banking-
  • Knowledge of regulatory guidelines
  • If any interested please share updated CV on my mail Id Or 09717209222

    ref : updazz.com)

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