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SENIOR WEALTH MANAGER / WEALTH MANAGER Exclusive RM CHANDIGARH

3.00 to 8.00 Years   Ahmedabad   24 Jul, 2021
Jobs Navigator
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Roles and ResponsibilitiesPrimary Area of Responsibility

  • Address personal banking, business banking, wealth & insurance needs of its clients.
  • 360 degree coverage of client needs across his personal & business banking/financial needs.
  • Wealth Managers are the singular point of contact with the bank.
  • A partner who understands every clients unique needs and goals and uses his network of specialist to ensure that each is met.
JOB SUMMARY
  • Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
  • Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.
  • Provide the face of the Bank to the high net worth customers of the Bank.
Revenue Target can be achieved thru ALL Banking products :
  • Retail Lending Products,
  • Third Party Products, - Investment & Insurance products
  • NRI Deposits also
  • Trade & Forex products,
  • Credit Cards etc.
  • CASA - Demand & Time Liability Book Growth
  • The incumbent is expected to havea banking background, so that he / she has orientation towards Current & Savings Account build-up, has previously managed a large Bank Fixed Deposit base,has an understanding of Investment & Insurance Productsand preferably has beenexposed to Retail Lending productsas well.
  • Candidates fromStand-alone Wealth outfits of repute are also welcome, preferably with earlier Banking experience, as well.
Detailed Responsibilities:
  • Generate new business to achieve defined sales targets
  • Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
  • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Ensure on-going self-development.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psycho-graphics and assets in the Bank and in other places.
Sales
  • Achieve the Targets set in terms of product mix.
  • Achieve best in class productivity in order to maximize the efficacy of the sales process.
  • Achieve the budgeted cross sell targets.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
  • Integration Management
  • Manage the customer transition with utmost sensitivity.
  • Awareness of all the policies and procedures issued in relation to money laundering prevention.
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.
JOBSNAVIGATOR is one of the preferred empanelled partners for various banks and leading financial institutions in the country and outside.WEALTH@JOBSNAVIGATOR.co.in 9350832266 / 8744993510 Ritika/ Sarita Desired Candidate ProfileThe Exclusive Wealth Management offering, is where RMs have a portfolio of :
  1. both Domestic & NRI clients
  2. both Savings & Current Accounts. (attractive Savings Bank Interest Rates / FD Rates )
  3. a wide choice ofMutual Funds / PMS / Alternate Investment Funds (AIFs) etc., ( unlike similar offerings with other banks where RMs are mainly restricted to sell MF & LI and not PMS / AIF, unless the RM is from the topmost Wealth Segment of the bank ).
  4. Wide bouquet of Forex Productsto choose from which is bothRetail Forex & Trade Forex.
  5. Best in class FCNR Forward linked NRI deposit,
  6. top of line Debit & Credit Cards,
  7. multiple General Health Insurance partners / TATA AIA Life Insurance Partner( who has the highest Claim Settlement Ratio in the entire industry -a brand that is widely trusted plus a bouquet of Retail Asset products. )
,

Keyskills :
claim settlementcustomer serviceclient retentionadvisorynew businesslife insuranceretail lendingbusiness bankingpersonal bankingfinancial institutionshealth insurancekey performance indicatorsseminarswealth managementbanking productsinte

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