NW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction .
Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. TPD targets progressively Sale of MF and Insurance pro.
NW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction .
forex, cross border, domestic etc. products for the assigned region/branches. acquiring and driving the trade relationship and providing forex related services the portfolio quality digital activation, product, average monthly balance, desired value
Current Account & Saving Account:- Responsible for Achieving the Business of the Retail Liabilities Team for the Branch and meet the Value, Volume and channel Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products
Develops New and Existing (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ Generate business actions across liabilities , Portfolio reviews
Current Account & Saving Account:- Responsible for Achieving the Business of the Retail Liabilities Team for the Branch and meet the Value, Volume and channel Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products
NW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction .
Develops New and Existing (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ Generate business actions across liabilities , Portfolio reviews
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts Acquisition of Quality Higher CASA Acquisition Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets
Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. TPD targets progressively Sale of MF and Insurance pro.
SM Corporate Salary Team Management Role. Leading acquisition of new to bank client along with branch relationship team. Managing relationship of existing clients and looking after the overall Portfolio Base and Servicing Opening high value accounts
forex, cross border, domestic etc. products for the assigned region/branches. acquiring and driving the trade relationship and providing forex related services the portfolio quality digital activation, product, average monthly balance, desired value
Responsible for NTB acquisition of customers Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc
Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Cross-sell various wealth products and services to clients, including mutual funds, insurance and other investment products Required Candidate profile Minimum 2 years of experience in wealth management or relationship management in the banking or financial services indusRelevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
NW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction .
Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. TPD targets progressively Sale of MF and Insurance pro.
Managed a portfolio of 1cr to 25 cr+ client accounts, 2+yrs of experience in working capital loan good knowledge of working capital ,SME funding Lap ,Business loan , Identified and pursued new business opportunities, Age below 33yrs
Managed a portfolio of 1cr to 25 cr+ client accounts, 2+yrs of experience in working capital loan good knowledge of working capital ,SME funding Lap ,Business loan , Identified and pursued new business opportunities,