Sr. Portfolio Manager- Private bank
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Full–time
Job Description
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
NISM V-A Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification
GI certification
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry.
Experience Required:
Minimum experience in years – 3 Years
Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
Please note that Local Exposure for all the above roles is a must. Candidates who are working as Wealth/Affluent-RM, Relationship Manager, NRI-RM, RM-Working Capital/Business Banking, Current Account-RM, Life insurance RM in Private Sector Banks at above mentioned locations may share your CV at vaishnavi.prabhu@mintskill.com Feel free to contact for more details Ph : +91 8050232396
Job Description
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
Requirements
Educational Qualifications: Graduation/Post-Graduation
Certifications:
NISM V-A Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification
GI certification
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry.
Experience Required:
Minimum experience in years – 3 Years
Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
Please note that Local Exposure for all the above roles is a must. Candidates who are working as Wealth/Affluent-RM, Relationship Manager, NRI-RM, RM-Working Capital/Business Banking, Current Account-RM, Life insurance RM in Private Sector Banks at above mentioned locations may share your CV at vaishnavi.prabhu@mintskill.com Feel free to contact for more details Ph : +91 8050232396
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