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Rekrut India
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AVP / Sr.Manager - Leading Bank - Chennai - CTC up To 23Lacs

AVP / Sr.Manager - Leading Bank - Chennai - CTC up To 23Lacs

Rekrut India

10 - 20 years

14 - 22 Lacs

Chennai

Posted:2 weeks ago| Platform:

Apply

Skills Required

casa liability liabilites insurance wealth Saving Account hni amfi loan mutual fund nism Third Party Products Portfolio retail bank Stock Broking Demat dmat fixed deposit tpp current account branch bank Stock Market FD

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hi,

Opening in leading Banks - Chennai

Position:

Eligibility Criteria:

Only from Banking or Financial Services, dealing with HNI client for Wealth and Liability products.
CTC up to 23Lacs

Product Portfolio:

Current Accounts
Savings Accounts
Mutual Funds
Portfolio Management Services (PMS)
Structured Products
Insurance
Fixed Deposits

Key Responsibilities:

Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients.
Actively attract and onboard new HNI and UHNI customers.
Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships.
Profile customers to identify financial needs and offer appropriate financial products.
Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading.
Act as the single point of contact for all requirements of HNI clients within the branch.
Ensure superior service delivery and client relationship management.

If Interested Apply as below:

EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170

(Or)

Call me back to 9361184170

Thanks & Regards,

Selvi Sai

Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring

m +91-9361184170 |

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