Affluent Household Manager - Hyderabad

3 - 7 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for acquiring Trade Clients, Assets, Forex, Portfolio management, CASA values, and Sales to portfolio. Your key responsibilities will include: - Acquiring Trade Forex Current Account - Handling Trade & Forex, Bank Guarantee & Remittances - Ensuring current account opening process compliant with KYC guidelines and RBI regulations - Generating revenue for the Bank through remittances and cross-selling products - Customizing products as per customer requirements - Planning activities for acquiring New Client acquisition - Providing support in all operational activities of the bank - Assisting subordinates in acquiring new quality current accounts - Managing wealth portfolio and acquiring NTB Relations for Revenue generation - Generating revenue through cross-selling assets and trade forex to portfolio customers - Supporting sales efforts by making sales plans, follow-up calls, scheduling appointments, and preparing client marketing materials Required Skills: - ETRG - CBGRM - Business Banking - Trade Forex - CA RM - Trade Account - EC RM - Priority RM - Trade Relationship Manager - Product Sales Manager Trade Forex,

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