Industry Type: Banking Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Location - Bhuj Experience - 1 -4 Years CTC - No salary Bar for right candidate Core Responsibilities · Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment · 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 · Generating Incremental Business · Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships · Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+. · 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 · Investment Advisory · Financial Planning and Investment Advisory to HNI clients · Driving revenue business to generate fee income through products like mutual funds, investments and insurance · Process and Audit · Ensure all sales activity is recorded online as per the organizational process · Capture and maximize the business opportunity through detailed client profiling as per organizational process · Good communication with minimum 1-2 years of experience required in Banking sector and · Handling Wealth management/Portfolio more than 50cr. Job Type: Full-time Pay: ₹12,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person Speak with the employer +91 9898052344
Industry Type: Banking Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Location - Bhuj Experience - 0 -4 Years CTC - No salary Bar for right candidate Core Responsibilities · Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment · 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 · Generating Incremental Business · Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships · Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+. · 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 · Investment Advisory · Financial Planning and Investment Advisory to HNI clients · Driving revenue business to generate fee income through products like mutual funds, investments and insurance · Process and Audit · Ensure all sales activity is recorded online as per the organizational process · Capture and maximize the business opportunity through detailed client profiling as per organizational process · Good communication with minimum 1-2 years of experience required in Banking sector · Handling Wealth management/Portfolio more than 50cr. *Speak with the employer* +91 9898052344 Job Types: Full-time, Fresher Pay: ₹10,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person
Industry Type: Banking Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Location - Bhuj Experience - 0 -4 Years CTC - No salary Bar for right candidate Core Responsibilities · Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment · 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 · Generating Incremental Business · Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships · Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+. · 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 · Investment Advisory · Financial Planning and Investment Advisory to HNI clients · Driving revenue business to generate fee income through products like mutual funds, investments and insurance · Process and Audit · Ensure all sales activity is recorded online as per the organizational process · Capture and maximize the business opportunity through detailed client profiling as per organizational process · Good communication with minimum 1-2 years of experience required in Banking sector · Handling Wealth management/Portfolio more than 50cr. *Speak with the employer* +91 9898052344 Job Types: Full-time, Fresher Pay: ₹10,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person