Director at Synergy Innovation Pvt Ltd.
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Assistant Vice President & Deputy Assistant Vice President - Affluent Manager - Bank (10-15 yrs)
Role : Affluent RM
Grade : AVP & DVP
Location : Gurgaon Noida, Delhi, Ghaziabad, Gautambudh Nagar, Greaternoida
Role:
Managing Ultra HNI Investment portfolio, looking after their investment needs and advising suitable products to Clients accordingly.
JD:
Job Role:
- Develops and to source high net worth (HNI) customers relationships for liabilities
- Sources new bank customers though 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 customers
- Informs customers of new products/product enhancement to further expand the banking relationship
- Plans and conducts special sales initiatives/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
Job Requirement:
- NISM/IRDA/AMFI must be certified
- Fluent in communication skills, presentable and a quick grasping power, go getter
- Decision making skills with good sense of understanding the clients requirements
- Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management
- Banking/NBFC will be preferred with portfolio management
- Age : Up to 40
- Experience : Minimum 10+ Years with strong and decent stability in his/her career
- Grade : AVP/DVP
Interested candidates can share cv with preferred location on : whatsaap only cv (8448616374)
