SR RM Wealth / Priority

Quotient Consultancy
  • Mumbai
  • 10-15 lakh
  • 5-10 years
  • Views
  • 18 Aug 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

JOB ROLE:

- Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers


Desired Candidate Profile:

- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking

- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

- Good Relationship Management & service focus Skills

- Good Communication, Presentation, Interpersonal & Influential Skills.

- Knowledge of liability products, third party products like Mutual Fund, Insurance.


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Quotient Consultancy