Senior Financial Advisor - Wealth/NRI

Please find below the Job Description for Senior Financial Advisor.

Description :

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business

- Generating Incremental Business

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share.

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory :

- Financial Planning and Investment Advisory to HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit :

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process

Age :

- Minimum 25 to Maximum 33 years

Education :

- Graduation (Post Graduate preferred)

- AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.

Past Experience :

- Minimum 4 years of work experience in Banking & Financial Services Organisations

Other Aspects / Skills :

- Good written and verbal communication skills

- Fully conversant with MS Office

- Excellent networking & interpersonal skills

- Sensitive to issues of confidentially and compliance

- Market knowledge of - Retail Banking or Consumer Banking or Branch Banking

- Knowledge of regulatory guidelines

Salary Range: 9 - 12 LPA