HR Executive at V-Konnect
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AM/M/SM/AVP - Financial Advisors - Bank (2-10 yrs)
We are hiring for one of the leading banks for Delhi/NCR.
Relationship Management :
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
- 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 volumes for larger share of customer wallet.
Generating Incremental 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 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 customer relationship value with the bank.
Customer Engagement :
- 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.
Investments :
- To analyze financial needs of the customers and offer appropriate product with utmost transparency.
- Driving revenue business to generate fee income through products like MUTUAL FUNDS, INVESTMENTS and INSURANCE.
- Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA,etc).
Note : Candidate should be well versed with Mutual Funds, Investments & Insurance.
Chirag
0124-4346321
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