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Cluster Head NRI

12 - 18 years

12 - 18 Lacs

Hyderabad Telangana India

Posted:6 days ago| Platform: Foundit logo

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Skills Required

Customer Acquisition Relationship Building Channel Sales

Work Mode

On-site

Job Type

Full Time

Job Description

  • Will be responsible for managing a team of 5 to 10 Financial Advisors and Financial Partners who manage portfolios of high net-worth individuals of Yes Bank
  • Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets
  • Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships
  • Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.
  • Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business
  • Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio
  • Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration
  • Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers

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