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Sr Wealth RM : Leading Bank : Across Mumbai Quotient Consultancy

8 - 13 years

10 - 20 Lacs

Mumbai Suburbs, Mumbai (All Areas)

Work from Office

Dear Candidate, Urgent opening with leading bank for RM. Designation : Sr Wealth RM CTC : Upto 20 LPA Location : Western • Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. • Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. • Ensure quality of sourcing by acquiring Potential Insignia Clients. • Acquiring and managing both business, individual (resident and NRI) clients. • Increase product penetration and exit barriers, by cross- selling more number of products per client. • Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. • Work in close coordination with Client Experience Managers to deliver superior service to clients. • Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation. • Ensuring 360 client engagement Total Client Ownership”. Interseted candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Posted 3 months ago

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Personal Banker : Leading Bank : Andheri / Bandra /Powai / Bhandup Quotient Consultancy

4 - 9 years

4 - 8 Lacs

Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)

Work from Office

Dear Candidate, Urgent opening with leading bank. Exp - Grade - CTC 4 Yrs - E2 - 6 LPA 6 Yrs - E3 - 8 LPA Job Responsibilities : Sales : • Maintain Daily Sales Report • Ensure quality new acquisition on SA and CA for Resident/Non Resident • Penetration of FD to unique customers • Sales of Third Party Products to the customers • Sales of Asset Products • Enhancing customer wallet size Managing Classic Portfolio : • Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR • Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme • Ensure that all classic customers within the portfolio are contacted Achievement of income plans and other benchmarks within portfolio : • Ensure that income plans for the month and year are duly met across products • Achieving of portfolio level benchmarks of and IPH • Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met • All customers to have valid mobile and email address Customer services : • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received (self, branch, other units) within the stipulated TATs • Ensure appropriate customer communication on closures & copy of that to be filed. • Preventive complaint management • Asking for feedback from customers, who may not be complaining • Promoting all direct banking channels and ensuring that the customer is utilizing the same Operations: • Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) • Maintaining Tatkal kits as per laid down process • As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process • Opening of accounts under smart account mode Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Posted 3 months ago

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