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15/10 Ankita
HR at Trust Group

Views:233 Applications:38 Rec. Actions:Recruiter Actions:33

Trust Group - Private Banker (8-15 yrs)

Metros/Hyderabad/Pune Job Code: 1168608

Core Purpose of the Role:

Client Engagement:

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with client

- Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

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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