Job Description

• Understanding the clients needs and designing solutions to fulfill them is the focus of the team.


• Building a healthy GL book Current Account and Fixed deposit; building a healthy asset base Secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory and bank level requirements


• Promoting and selling Investment products to meet given sales targets


• Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.


• Advising clients on products and services available on Investment, ensuring they are aware of and understand those that best meet their needs, and then securing a sale


• Managing relationships of super HNI clients, retaining & enhancing advisory relationships


• Designing financial strategies and structure the offering in a cost-effective manner


• To achieve sales targets in terms of income generated across all advisory products


• To keep updated on the financial markets and in advisory products / services in particular


• Ensuring regular updating of call reports in relevant system

Desired Candidate Profile

Please refer to the Job Description above

Key Skills

Key Skills

. Wealth Management, Private Banking, Relationship Management, Mutual Funds, Sales, HNI Client Handling, Cross Selling, Insurance, Structured Products, Equity, Wealth Manager

Qualification

. MBA

Additional Qualification

. Wealth Management, Private Banking, Relationship Management, Mutual Funds, Sales, HNI Client Handling, Cross Selling, Insurance, Structured Products, Equity, Wealth Manager

Industry

. Banking/Financial/Insurance Services

Functional Area

. Banking/Insurance

Job Role

. Corporate Banking

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