Senior Manager - Investment & Insurance Sales - Ultra HNI - Bank

Senior Manager with one of the leading Bank in Private Banking at Gurgaon. (3-9 yrs)

- In this role you will be targeting Ultra HNI clients and as they have a strong platform you will be handling products ranging from direct equity, mutual funds, PMS, structured products, private equity funds, Real estate etc.

- Acquisition - Assist HRM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers

- Relationship Building / Deepening / Cross Sell :

- Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.

- Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure his share of wallet with the bank increases. Close monitoring of average revenue per customer.

Retention :

- Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers.

Risk Management & Governance :

- Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of DB Financial Planning Tool.

- Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number.

Mariyambee Shaikh
Elixir Consulting (a Gi Group Company)
Phone: +91 022-4051 6668/ Extn-6668