- Acquisition of key clients & high net worth customers & addition of these clients to the existing portfolio for book growth.
- Building client rapport with corporate sector/NR clients.
- Providing financial advice related to investments, insurance, simple banking transactions.
- Delivering the target number with quality and customer delight.
- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.
- Sourcing NRI customers & thereby generating fee based income.
Education and Work Experience Requirements:
EDUCATION:
Essential requirement: Graduate, Post Graduate, preferred exposure to financial subjects.
Preferred: Preferred exposure to financial subjects WORK EXPERIENCE :
Essential requirement: Minimum 4 - 8 years of experience in wealth management. Exposure in handling NR base preferred.
Any specific requirements
- AMFI Certified (Mandatory)
- IRDA certification (Mandatory)
- Relevant work experience in the banking industry is preferred.
- Candidates from NBFC.
Desired Behavioural / Functional Traits :
- Knowledge of Banking products and processes.
- Strong Relationship Management skills.
- Multi-tasking with crisis management capabilities.
- Excellent at client servicing.
- Ability to maintain/attract long lasting client relationships.
- Should be well versed with
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