Sales/Business Development Manager - Retail Banking (Leading Private Bank)

Krehsst Recruitment Solutions
  • Mumbai
  • Confidential
  • 5-10 years
  • Views
  • 15 Jul 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Managing the Super High Net Worth customers of the Bank

Providing Financial planning & Investment Advise

Profiling Customers and provide financial products to meet customer needs

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

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

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

Profiling Customers and provide financial products to meet customer needs

Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs

Increase liabilities size of relationship via balances in accounts of existing customers

To Enhance & Retain customer profitability by capturing larger share of Wallet

Ensure profitability of the portfolio: Generate high Income per Customer

Knowledge of the Banking Industry and Financial Markets

Good Relationship Management & service focus Skills

Good Communication & Presentation Skills

Interpersonal & Influential Skills.

Should have good knowledge of liability products.

Should have a good knowledge of Third Party Products like Mutual Fund, Insurance

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Krehsst Recruitment Solutions