Naukriguru.com

Prestigious client of Naukriguru.com urgently requires Financial Advisor for Delhi/NCR

Naukriguru

About Company

Naukriguru.com was incepted in 2001 with a vision to become a guide and mentor to those seeking to carve their careers in their respective fields and counted among the highest ranked e-job portals when it comes to executive search and selection.

Contact Details

Concern Person: ruchi
Company Name: Naukriguru
Email Id: hr@naukriguru.in
Website URL: www.naukriguru.com

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Prestigious client of Naukriguru.com urgently requires Financial Advisor for Delhi/NCR

Naukriguru - Delhi, Gurgaon, Noida

Experience: 3 to 8 Yrs. | Salary: 3 to 8 Lakhs (P.A) | Posted on: 11-May-2017

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Job Description

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand 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

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.

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

Desired Candidate Profile

Please refer to the Job description above

Key Skills

Key Skills
. Relationship Management, Financial Planning, Finance, Business Banking, Mutual Funds, Service Sales, Auditing, Investment Advisory, Insurance Processing, HNI Client Handling
Qualification
. Not Mentioned
Additional Qualification
. Relationship Management, Financial Planning, Finance, Business Banking, Mutual Funds, Service Sales, Auditing, Investment Advisory, Insurance Processing, HNI Client Handling
Industry
. Banking/Financial/Insurance Services
Functional Area
. Sales/Business Development
Job Role
. Sales/Business Development-Manager

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