This job has been Expired
- Cross-Sell investments , life insurance, general insurance and SIP.
- Design a investment portfolio and plan based on Bank s model portfolios
- Acquire more customers from the same household
- Deepen Relationships Ensure each AM/ RM / SRM are focussed on the enclosed
- Grow the CASA of this portfolio
- Cross-sell mortgages, credit cards and drive channel migration
- Service these customers
- Drive penetration of wealth products across the bank portfolio.
- Manage the FPC to ensure they are productive.
- Wealth Management
- Ensure each AM/ RM / SRM are focussed on the enclosed
- Acquire Wealth Customers thru a Team of Wealth RM s
- Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.
- Periodic Portfolio reviews for all customers
- Ensure all customers have a CASA for routing their investments.
- Ensure all customers use the Iflex wealth management system
- Compliance Ensure each AM/ RM / SRM are focussed on the enclosed
- Ensure AMFI and IRDA certification
- Ensure all customer instructions are executed the same day
- Ensure 100% documentation of all transactions.
- Branch Development: Conduct branch Insurance & Investment seminars to spread financial awareness.
- Employee Motivation Ensure team members are motivated.
Qualification*Any Graduate, MBA, PGDM
Experience*6 Year- 9 Years
Salary*Best in Industry