HR at GIPS Consultancy Services
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Branch Sales Manager/Financial Advisor - Bank (4-8 yrs)
BSM - Branch Sales Manager (Team Heandling)
CTC - upto 7 Lac
We are hiring for Yes bank for below positions:
Financial Advisor - FA
CTC is upto 9.5 Lac
Min exp 4 - 10 yrs
And age from 24 - 32 yrs
Role
For Wealth products sales like Mutual Funds, Insurance,deposits,CASA & other banking products for revenue generation
1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person
2. The person would be responsible to handle existing customers & source new HNI Customers as well as managing their portfolio
Roles & Responsibility :
- Customer Acquisition
- Identification & acquisition of Senior & Top Management potential in all relationships mapped.
- Engagement Matrix
- Client Profiling
- Manage Assigned Book
- Incremental Business Across Products
- Portfolio Book Quality
- Showcase & Cross-sell of Banking Products
- Increase Share of wallet
- Sales Record Update
- Preferably IRDA & NISM/AMFI Certification is completed/ updated within 90 days of joining.
Candidates with good communication skills from Bank, Wealth or broking cos can apply...who have knowledge in Wealth Management.
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