Financial Advisor - Bank (1-10 yrs)
Responsibilities:
- 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)
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