We have opportunity with leading Indian Bank as mentioned below
Profile :
- The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale
- The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets
- Making recommendations to clients on ways to best utilize their money
- Building a healthy AUM - Investments
- Generate fee revenue through third-party investments
- Seamless and superior service delivery
- Compliance with key regulatory and bank level requirements
- Contacting clients and setting up meetings.
- Conducting in-depth reviews of clients- financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Designing financial strategies
- Providing clients with information on new and existing products and services
- Assisting clients to make informed decisions
- Researching information from various sources
- Promoting and selling investment products to meet given sales targets
- Keeping up to date with financial products and legislation
- Resolution of queries of all mapped clients within TAT specified
- Ensure compliance through regular process checks and self-audit scores
- Ensuring regular updation of call reports in relevant system
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Managing relationships to improve relationship value of existing customers
Abhishek
Nexus Consultants & Services
Tel:022 -90290-88025.
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