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Team Lead at Teamlease Services
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Regional Manager/Senior Regional Manager - Private Banking - HNI Segment - Bank (4-12 yrs)
Relationship Manager - Private Banking
Equities and Private Banking Group
Responsibilities :
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Acquiring high value relationships into the private banking group.
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
- To execute cross sell efforts as per focus of the bank at any given point in time.
- To keep one self updated on the financial markets and in advisory products / services in particular.
- To acquire new clients in the targeted HNI segment from outside the bank.
Minimum AUM expected 50 Cr. and Above
Max Age limit : 34 Years
Salary Range : 7 Lac to 13 Lac PA
Senior Relationship Manager - Equities and Private Banking
Responsibilities :
- Business generation on Investment Advisory Services.
- Guiding, developing and motivating Team members for achieving Team targets.
- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.
- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.
- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.
- To acquire new clients in the targeted HNI segment from outside the Bank consistently.
- To retain and enhance Advisory relationships that is converted.
- To ensure high level of customer satisfaction.
- To execute cross-sell efforts as per focus of the Bank at a given point of time.
Minimum AUM expected 75 Cr and Above
Max Age limit : 36 Years
Salary Range : 13 Lac to 35 Lac PA
Divya
Teamlease
9833145253
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