RM - Private Banker

Private Banker

We have following urgent opening with our client: (Bank)

Subject Line: PB RM - Location - Name

Role: Private Banking RM

Salary offered: 16-20 lacs

Experience: Frontline sales experience in Wealth for minimum 6 years mandatory

Location: Mumbai, Pune , Ahmedabad

Job Description

(1) Achievement of sales targets and key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

(2) Proactive management of the top end clients base to increase penetration of wealth management and assets products, increase share wallet and improve profitability of the customer base.

(3) Proactive learning and self development initiatives to understand the latest product offerings in the market.

(4) Effective management of customer relationships and anticipation of customers’ financial needs on an ongoing basis

(5) Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed

SKILLS / EXPERIENCE REQUIRED

Postgraduation with

- AMFI/PTC accreditation

- IRDA certification.

- Licensed to sell wealth management products thru IRDA or AMFI

- Excellent Communication & Networking Skills

Name:
Contact No:
Email Id:
Qualification:
Exp in HNI Dealing:
Exp in relationship management:
Avg ticket size of clientele handled:
Total Book size handled:
Current CTC(Fixed)
Expected CTC:
Notice Period:

Please share your cv and details in mentioned format at shweta@conjugate.co.in

Shweta
Conjugate Consulting & Outsourcing Pvt. Ltd.
Unit-217, Bldg 2, Sector 1
Millennium Business Park
Mahape, Navi Mumbai- India
www.conjugate.co.in