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09/10 Jinal Gandhi
HR Consultant at Rize @ People Konnect Pvt. Ltd.

Views:1284 Applications:25 Rec. Actions:Recruiter Actions:18

Priority Relationship Manager - IFA (4-6 yrs)

Mumbai/Pune Job Code: 169216

We have an Urgent Opening for Priority Relationship Manager : IFA with a Leading Banking Institute in India, Below are the details of the same:-

Department: Retail Liabilities - Privy

Reporting Relationships: Regional Manager - Business Banking

Position Grade: Senior Manager / Chief Manager/ AVP (M4 / M5 / M6)

CTC range: Rs. 15 lacs-Rs.16 lacs

Location: Mumbai & Pune

Principal Accountabilities:

- Sign up Independent Financial Agents for identifying cross sell opportunities for banking products with the clients of IFAs

- Manage relationship with IFAs to deliver on business parameters

- Ensure high level of customer service orientation and regularly communicate all new products and product enhancements to customers to expand the banking relationship

- Responsible for sales of non MF products (CASA / TD / TFx/ Assets / Insurance etc ) to customers

- Responsible for build-up of book base and delivery on portfolio health parameters like Average RV, grouping etc.

Skills & Requirement:

- Excellent written and oral communication skills

- Strong relationship management skills

- Understanding of Investment products to manage & interact with IFAs

- Should have preferably worked in an AMC and should have managed IFA channel for at least 2 years in the earlier role

- Basic excel.

- Graduate: 4 - 6 years of experience AMFI / IRDA

- Post Graduate: 3 - 4 years of experience AMFI / IRDA.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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