227 Wealth Jobs - Page 2

Dear Candidate, Urgent Opening with leading Bank. Designation : Elite Relationship manager CTC : 10 LPA Location : Nagpur Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Bank in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Bank 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets Desired Experience: • Number of years of experience (range): 3-4 years • Type of companies/sector worked for: Banking private sector banks, cooperative banks, PSU banks, rural banks. • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage. • Computer/technical skills (if any): Good in MS Office, Banking Software's, Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : New Marine Lines, Charni Road, Prabha Devi JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

JOB DESCRIPTION -AXIS BANK-(Bengaluru) A Burgundy Relationship Manager (RM) at Axis Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

IndusInd Bank Job Description Banking Partner/Sr Banking Partner Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Banglore/hyderabad Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book . Manage the key performance indicators at the highest level . Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class” productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. We are counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. As a Compliance rule coder and tester on Blackrock Aladdin/other platforms professional, you will utilize your expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives, etc. Your responsibilities will include Guideline Interpretation, Rule Coding and Testing, Pre Trade & Post Trade Compliance Monitoring, and Investment Compliance. Technical experience in working with data, understanding relational data models, and executing SQL queries is essential. Exposure to working with Wealth and Asset Management firms and a complete understanding of the Buy side business will be required. Your client responsibilities will involve working as an individual contributor/lead in one or more Wealth and Asset Management projects. You may need to manage a team of junior business analysts based on project requirements. Communication with onsite coordinators, completion of assigned tasks on time, regular status reporting to the lead, manager, and onsite coordinators, as well as interface with customer representatives as needed will be part of your role. Travel to customers" locations may be required on a need basis. In terms of people responsibilities, you will be expected to build a quality culture, manage the performance of direct reportees, foster teamwork, lead by example, provide training and mentoring to project resources, and participate in organization-wide people initiatives. Mandatory skills for this role include sectorial experience in financial services/capital markets, with domain knowledge on different asset classes across front office, middle office, and back office for either or both buy and sell side of business. Knowledge of portfolio management, trade execution, data control and operations, and portfolio administration is crucial. You should have experience in understanding client requirements, relating them appropriately to the team, defining and validating customization needs for packages as per client requirements, and expertise in Oracle, MS SQL, DB2 databases, and good data analytics skills. In-depth knowledge of CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives, etc., is required. Leadership skills are essential for this role, along with excellent client-facing abilities. A degree in MBA/MCA/BE/B.Tech or equivalent with 8 to 10 years of experience in the financial services industry is preferred. EY exists to build a better working world, helping to create long-term value for clients, people, and society, and build trust in the capital markets. With diverse teams in over 150 countries, EY provides trust through assurance and helps clients grow, transform, and operate across assurance, consulting, law, strategy, tax, and transactions. EY teams ask better questions to find new answers for the complex issues facing our world today.,

Leading Bank is Hiring for Wealth Relationship Manager. Profile must be in similar role with top Bank or NBFC and would be responsible for acquisition and management of most premium segment of customers for the Bank. Positions are spread across Delhi. CTC will go up to 22 Lacs. Please share your profile with us and we will get back with all the details. Regards. Team Valueway.

- Managing the life insurance sales through assigned Bank Branches. - Handling a team of on-roll managers. - Coordinating between Bank and company from Lead generation to policy conversion. Required Candidate profile Perks and Benefits • Unlimited Incentives for sales • 6 days working,1 Roster off Note • Need Min. 1 year of BFSI sales experience. For better reach you can share your CV @ Karan | 7861004785.

Role & responsibilities Preferred candidate profile

8925889568 Immediate requirement for Leading bank we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, NRIwealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can call or WhatsApp profiles to 8925889568

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/PUNE/ AHMEDABAD Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 4+ years of experience into Private wealth management. Education Graduate with MBA from Premier B schools

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Please share resume on taru@avaniconsulting.com Contact : +91 7355922379

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Management and Leadership:

- Lead support from Banks allotted by the company. - Visit potential customers for new business - Goals established by the Sales - To retain existing clients and service new customers - Working on pre-fixed appointment Required Candidate profile -Graduation Mandatory -1 Year of Experience in Banking Sales is mandatory. -Should have a two-wheeler -The maximum age should be 37

Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 9874220400 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. Set and achieve cluster-level businessRole & responsibilities

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. *Profiling Customers and provide financial products to meet customer needs. *Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. *Market Research and Analysis: *Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. *Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: *Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level businessRole & responsibilities

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an Accounts and Finance Company but a Financial Planning Organisation and this is a Direct Placement with the Company. Please do read Desired Candidate Profile before applying. Required Candidate profile GREAT EASTERN is a Fee based Financial Planner and is looking for fresh Commerce/Eco/BBA DU graduates with high academic record for immediate joining. You should be interested in kick starting a career in Financial Markets and Investment Banking for their back end office operations at Gurgaon. As Portfolio Managers for all asset classes, the role of a Financial Analyst is to undergo an exhaustive training and learn to do Portfolio Analysis and Construction, Portfolio Management, Asset Rebalancing. An above average academic record, analytical and curious mind along with com-skills would be an added plus. We are not a BPO/KPO , work 9-6 PM, 5 days a week and are close to IFFCO Chowk Metro Station ( we do not offer cab facility ). This is not a Sales job and there are no Sales Targets neither any kind of voice calling but pure research and portfolio management. Calling our office will disqualify you immediately and you are requested to apply online. You will find it easier to apply from a desktop and not a mobile phone. Perks and Benefits INR 3,75,000 P.A. ( CTC) , Performance Linked Incentives, PF, Gratuity, Group Life, Group Medical, Group Personal Accident and rest of perks as standard and HR Policy. The same follows after 1 Month Training Stipend of Rs 10000 flat.

Urgent Vacancy with Leading Bank Role- Relationship Manager Retail Banking Locations: Chennai, Bangalore, Hyderabad Experience: 4-15 years in managing HNI / NRI / Ultra HNI portfolios Minimum 4-15 years of relevant experience in managing HNI / NRI / Ultra HNI customer portfolios Strong knowledge of investment products from Banks and NBFCs Ability to provide personalized wealth management advice and solutions Excellent communication and relationship management skills A customer-centric approach to offering tailored financial solutions If interested in this opportunity, please share WhatsApp at 8925889567

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Only from Banking or Financial Services, dealing with HNI client for Wealth and Liability products. CTC up to 23Lacs Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment Note: Non banking Exp candidates please do not apply