| Education |
MBA / Post Graduate Degree in Financial discipline
AMFI / NISM certified
IRDA Certification
|
| Experience |
Relationship Management experience in Banks, NBFC, Brokerage houses
Experience – 3 yrs +
|
| Key Skills |
-
Good interpersonal and communication skills – English &
Vernacular
-
Good Presentation skills & networking skills – ability to start
relationships and build rapport
- Sound knowledge of Banking Products
-
Good analytical skills, ability to understand client needs and
sell range of products
-
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 Banking & Wealth management
solutions
-
Work in close coordination with Service Delivery Ambassadors to
deliver superior service to clients
-
Cross-sell Trade & Fx, Wealth, Insurance products to clients
-
Portfolio allocations, reviews & financial check-ups for each
client according at defined frequency
-
Ensuring 360° client engagement – “Total Client Ownership”
- Ensuring adherence to Compliance processes and guidelines
|
