Assistant Vice President & Deputy Assistant Vice President - Affluent Manager - Bank (10-15 yrs)

Role : Affluent RM

Grade : AVP & DVP

Location : Gurgaon Noida, Delhi, Ghaziabad, Gautambudh Nagar, Greaternoida

Role:

Managing Ultra HNI Investment portfolio, looking after their investment needs and advising suitable products to Clients accordingly.

JD:

Job Role:

- Develops and to source high net worth (HNI) customers relationships for liabilities

- Sources new bank customers though external individual efforts and acquisition channel

- Ensures high levels of customer service orientation and application of bank policy

- Cross sells bank products to existing set of customers

- Informs customers of new products/product enhancement to further expand the banking relationship

- Plans and conducts special sales initiatives/events for prospective and existing clients

- Coordinates with other group companies to provide seamless access to other products

- Maintains complete relationship record for assigned customer accounts

Job Requirement:

- NISM/IRDA/AMFI must be certified

- Fluent in communication skills, presentable and a quick grasping power, go getter

- Decision making skills with good sense of understanding the clients requirements

- Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management

- Banking/NBFC will be preferred with portfolio management

- Age : Up to 40

- Experience : Minimum 10+ Years with strong and decent stability in his/her career

- Grade : AVP/DVP

Interested candidates can share cv with preferred location on : whatsaap only cv (8448616374)