Posted By
Posted in
Sales & Marketing
Job Code
329451
Position: FA - HNI/NRI Acquisition Manager,
Qualification : MBA
Job Responsibility :
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI 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/NRI 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 with.
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/NRI 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.
If Interested please send your updated Resume or reach @0124-4346342.
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Posted By
Posted in
Sales & Marketing
Job Code
329451