Role Wealth Relationship ManagerResponsibilities1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing customers. Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction
Position: Relationship Manager- Branch BankingCTC: up to 8.5 LPA + IncentivesExp. 2+ Yrs. in CASA Acquisition/Portfolio Management from BFSI IndustryLocation: Vizag, BangaloreEducation: Graduate/ PGIndustry: BankingJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Going for 2-3 clients meeting on daily basis to generate revenue.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Must be ok in field sales.Please share latest CV at amit@assuredjob.com and connect on 7827930908 for more details.
Private Banking HNI SalesMutual FundsEquity SalesHNI AcquisitionInsurance SalesBanking SalesWalk in
1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year