Sales Coverage Support Analyst - Associate Deutsche Bank

7.0 - 9.0 years

7 - 9 Lacs

Bengaluru, Karnataka, India

On-site

Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material. Ensure timely completion of internal reporting Oversee Service Assistant desk the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules. Resolve client queries Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc. Your skills and experience The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (verbal and written) Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking

Posted 1 month ago

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Sr RM / RM Investment Products QuickTurtle

1.0 - 2.0 years

3 - 4 Lacs

Ahmedabad, Delhi / NCR, Surat

Work from Office

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

Posted 3 months ago

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Bank Channel RM - Leading Broking Firm - Mumbai Quotient Consultancy

1.0 - 6.0 years

2 - 5 Lacs

thane, navi mumbai, mumbai (all areas)

Work from Office

Dear Candidate, Urgent opening with leading broking firm. Department: Alternate Role : Priority KAM Grade : E2 Location: Mumbai Job Role • Will be responsible for sourcing & deepening relationships from existing customer base of NR Privy League customers • Responsible for selling broking account to the set of NR customer base • Should have effective servicing skills and should be excellent in conflict management • Responsible to develop business, maximize revenue generation & achieve sales targets • Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively • Responsible for servicing and generating references from the partner Bank NR Privy customer base Requirements • Graduate / Post graduate with minimum 1 to 3 year of selling experience • Should have good communication & presentation skills • Should be a self-starter, proactive & target oriented • Should possess strong networking & relationship building skills • May have good existing client relationships in the marke Interested candidate candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Posted Date not available

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