Cake Jury

Burari, Delhi

Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services e.g. CASA as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.ResponsibilitiesSalesManaging Classic portfolioAchievement of income plans and other benchmarks within portfolioHandling customer servicesBranch banking operation supportQualificationsMust have graduation or post graduation degreeCertifications:- NISM V-A Certification- IRDA Certification- NCFM Certification (Optional)- CAIIB (Optional)- Internal Certification- GI certificationKey Skills- Sales and Influencing Skills- Banking Product & Process Knowledge- NRI Product and Regulatory Knowledge- Planning and Organizing Skills- CommunicationKnowledge of Competition & Current trends in financial Industry.Experience Required-Minimum experience 3 to 5 years-Exposure to banking preferable

Responsible for including HNI customers into the Preferred programm and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.ResponsibilitiesHNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)Operations, Marketing & ProcessesIncrease in wallet share- Product Penetration & contribution towards focused productCustomer ServiceQualifications- Graduation- Post-GraduationCertification- AMFI Certification- IRDA Certification- NCFM Certification (Optional)Key Skills- Sales and Influencing Skills- Banking Product & Process Knowledge- NRI Product and Regulatory Knowledge- Planning and Organizing Skills- Good Communication skillsKnowledge of Competition & Current trends in- NCFM Certification (Optional)Experience Required Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred)