Regional Wealth Manager – Large Bank/Corporate Access/Mumbai

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  • Post Date: March 22, 2018
  • Applications 0
  • Views 48
Job Overview

  • 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.

Job Detail
  • Career LevelManager
  • Gender*Both
  • Qualification*Any Graduate, MBA, PGDM
  • Experience*6 Year- 9 Years
  • Salary*Best in Industry