Sales Manager - Personal Banking
Published date: 2024/01/10
- Location: Delhi , Delhi, India
Increase acquisition of Target clientele across in Personal Banking segments.
Acquiring Personal Banking clients with minimum relationship of 5 lac and above value.
Offer Private Banking / wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives
Managing relationships of super HNI clients, retaining & enhancing advisory relationship
Acquisition of new clients & consistently build own book of HNI/UHNI clients and AUMs.
Manage client portfolio and deliver client delight through constant engagement with existing clientele
Periodically Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
Acquiring Personal Banking clients with minimum relationship of 5 lac and above value.
Offer Private Banking / wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives
Managing relationships of super HNI clients, retaining & enhancing advisory relationship
Acquisition of new clients & consistently build own book of HNI/UHNI clients and AUMs.
Manage client portfolio and deliver client delight through constant engagement with existing clientele
Periodically Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
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