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20/10 Chirag Malik
HR Executive at V-Konnect

Views:125 Applications:2 Rec. Actions:Recruiter Actions:2

AM/M/SM/AVP - Financial Advisors - Bank (2-10 yrs)

Delhi/NCR Job Code: 2537

We are hiring for one of the leading banks for Delhi/NCR.

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).

Note : Candidate should be well versed with Mutual Funds, Investments & Insurance.

Chirag
0124-4346321

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