Investment Advisor - ICRM/RM

Responsibilities

- Acquisition of new Preferred customers

- Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer

- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

- Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support

- Penetration of products across family groups

- Sales across all product segments-TPP, Assets, Cards etc.

- Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio

- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached

- Ensure certification of documentation required for opening and maintaining customer accounts

- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

Requirements

- Candidate must possess at least a Graduate/Post Graduate/Professional Degree in any field.

- At least 3 years of working experience in the related field is required for this position.

- Preferably Managers specializing in Banking/Financial Services or equivalent

- Job role in Retail Banking / Branch Operation or equivalent

- Knowledge of the Banking Industry and Financial Markets

- Good Relationship Management & service focus Skills

- Good Communication & Presentation Skills

- Interpersonal & Influential Skills.

- Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance

Certification:

- AMFI Certification

- NCFM Certification (Optional)

- CAIIB (Optional)

Internal Certifications