AVP /DVP AH Current Account N Trade Fx Mum-Bangalore-Chennai-Hyderabad Management2000 Placement And Recruitment

6.0 - 11.0 years

15 - 20 Lacs

mumbai, hyderabad, chennai

Work from Office

Area Head, Current Account N Trade Forex knowledge based products other , handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Handle portfolio of high value entity. Products like CMS N Lending Required Candidate profile 6- 9 years relevant work experience in CC /OD/ TL/Export finance, Area Head or Sr. BSM or Portfolio SRM keen for team handling role can apply. Self-starter, team player & keen for business Banking Perks and benefits Current Account, Trade Forex, Cash Credit, CMS

Posted 1 week ago

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AVP /DVP Area Head Current Account N Trade Forex Ahmedabad Surat Management2000 Placement And Recruitment

6.0 - 11.0 years

15 - 20 Lacs

ahmedabad, surat, vadodara

Work from Office

Posted 1 week ago

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Relationship Manager-Insignia Preferred Banking || South Delhi Mount Talent Consulting

6.0 - 11.0 years

10 - 20 Lacs

new delhi, faridabad, delhi / ncr

Work from Office

Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement Total Client Ownership”. AMFI and IRDA certificates

Posted Date not available

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