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Rimpa

Patner at Zecruiters Jobconnect Pvt Ltd

Last Login: 22 April 2024

382

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76

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Job Code

1358563

Banker

10 - 20 Years.Gurgaon/Gurugram/Mumbai/Ahmedabad
Posted 3 months ago
Posted 3 months ago

Hiring Alert : Bankers (Hike upto 50% on your current package)

- Managing the 360 Degree relationship of clients and responsible for overall growth of 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.

- Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.

- Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships

- Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .

- Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.

- Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with company's KRA

- Financial Markets product knowledge

- Financial Analysis and risk management knowledge

- Communication and presentation skills

- Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment

- Business understanding of client business models with acumen on new client acquisitions

- Sales skills with excellent negotiation, presentation and client acquisition skills

- Understanding of recent technologies in Financial Markets & Business.

- Deal closure and execution skills

- Strong cross - cultural awareness and interpersonal skills

- High degree of integrity, ethical conduct, and professionalism

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Posted By

user_img

Rimpa

Patner at Zecruiters Jobconnect Pvt Ltd

Last Login: 22 April 2024

382

JOB VIEWS

76

APPLICATIONS

76

RECRUITER ACTIONS

Job Code

1358563

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