Senior Positions in Business banking and Wealth Management with a leading Bank in Delhi NCR Friday, 15 April 2016 No Comment




Job Summary



Locations:


Delhi, Gurgaon


Experience:


3 – 10 years


Keywords / Skills :


Wealth Management, Relationship Management, client acquisition, HNI, premium, Priority Clients, RM


Education:


Any graduate


Function:


Banking, Insurance & Financial Services


Role:


Relationship manager


Industry:


Banking/ Financial Services


Summary:


Experience in sourcing and managing Premium Clients in the bank. Candidate should have knowledge and dealing in one or more of the following products: Trade accounts Foreign Exchange current account wealth or third party product


Posted On:


15th Apr 2016




We are hiring for Senior Positions in Business banking and Wealth Management with a leading Bank in Delhi NCR


ABOUT OUR CLIENT


Our Client is one of India’s fastest growing scheduled commercial banks. It is continuously expanding its presence across India through a growing network of branches and ATMs.


Established in 1943, Our Client undertook a transformational journey under a new management team in 2010. It embarked on an aggressive growth plan based on a robust platform of professional governance, relationships, technology infrastructure, high quality capital and geographic expansion. Over the last five years, some of the most notable global and domestic names have infused capital of over Rs. 1,500 Crores, taking TIER 1 capital to Rs. 2,200 Crores (approx).


Today, Our Client offers specialized services under five business verticals namely: Corporate & Institutional Banking, Commercial Banking, Retail Banking, Agri & Development Banking and Financial Markets. The Bank currently serves more than 14,00,000 customers and has a total business of over Rs. 31,000 Crores.


As of May 2015, Our Client has grown to a network of 183 branches and 351 ATMs across 13 Indian states.


JOB DESIGNATION/ROLES/POSITION


Senior Positions in Business banking and Wealth Management with a leading Bank in Delhi NCR


EDUCATION


Any Graduate with minimum aggregate of 50%


JOB DESCRIPTION/JOB RESPONSIBILITIES


Experience in sourcing and managing Premium Clients in the bank.


Candidate should have knowledge and dealing in one or more of the following products:


Trade accounts


Foreign Exchange


current account


wealth or third party product or investment or life insurance or insurance” or “mutual fund”


Key Skills:


Good interpersonal and communication skills English & Vernacular


Good Presentation skills


Good networking skills ability to start relationships and guild rapport


Sound knowledge of Wealth Management Products or Business Banking Product like Current Account, Trade Forex (FX)


Good analytical skills, ability to understand client needs and sell range of pdts


Process Orientations self discipline to adhere to laid down processes


Have High integrity and professional values


Have passion for selling and entrepreneurial orientation


Key Roles:


Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities


Acquiring and managing resident and NRI clients


Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management / Business Banking solutions


Work in close coordination with Client Experience Manager Preferred banking to deliver superior service to clients


Cross-sell Wealth / business banking products to clients


Portfolio allocations, reviews & financial check-ups for each client according at defined frequency


Ensuring 360 client engagement Total Client Ownership


Working closely with other Business Units to leverage Wealth Management Cross-sell opportunities


Ensuring adherence to Compliance processes and guidelines


APPLY TO:


If you find the job profile as per your needs then apply to [HIDDEN TEXT] with your updated resume along with following information.


ADDITIONAL INFORMATION (Answer to below questions is mandatory to consider your profile)


Please provide following information:


Q1. What is Your Asset Under Management (AUM) ?


Q.2. Please provide products you are dealing in?


Q.3. Please provide distribution of your AUM under respective products?


Q.4. No. of Clients/ Relationships you are managing?


Q5. How many current accounts are you opening in a month


Q6. Do you have the knowledge of Trade Forex?


Q7. Any other information that you’d like to share that will help panel shortlist your profile for this job?:


Wealth ManagementRelationship Managementclient acquisitionHNIpremiumPriority ClientsRM

A2Z Naukri – one of the leading Executive Search, Talent Management, Employer branding, HR Consulting & RPO solution providers with multi domain expertise which helps us serve our customers with premium consulting. With business interest spread across India, A2Z Naukri consults many fortune 500 & large Indian corporate in identifying key talent to meet global challenges to improve productivity while reducing cost.

Bangalore | Delhi | Mumbai | Hyderabad | Chennai | Kolkata | Gurgaon | Pune | Chandigarh | Jaipur | Indore | Ahmadabad | Noida | Guwahati | Goa | Cochin

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A2Z Naukri – one of the leading Executive Search, Talent Management, Employer branding, HR Consulting & RPO solution providers with multi domain expertise which helps us serve our customers with premium consulting. With business interest spread across India, A2Z Naukri consults many fortune 500 & large Indian corporate in identifying key talent to meet global challenges to improve productivity while reducing cost.

Bangalore | Delhi | Mumbai | Hyderabad | Chennai | Kolkata | Gurgaon | Pune | Chandigarh | Jaipur | Indore | Ahmadabad | Noida | Guwahati | Goa | Cochin

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Senior Positions in Business banking and Wealth Management with a leading Bank in Delhi NCR
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