2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
Lead and manage Wealth Management business for the assigned cluster/region
Drive revenue generation through acquisition of HNI/UHNI clients
Manage and mentor Relationship Managers / Wealth Managers for target achievement
Build strong client relationships and provide investment advisory solutions
Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products
Monitor business performance, productivity, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.00 LPA
Manage assigned bank branches/POS and generate business through channel partners
Drive Demat account opening, margin funding & broking revenue
Conduct client meetings, branch visits & partner training sessions
Ensure client activation and first trade conversions
Support branches with sales activities, campaigns & product awareness
Requirements:
Graduate / MBA preferred
Minimum 2+ years experience in BFSI / Broking ...
- Equity
- Securities
- Wealth
- Broking
- ### Key Skills: Channel Sales
- Broking
- Demat Acquisition
- Client Relationship Management
- Revenue Generation
- Capital Markets
- Banking Sales
- Partner Management
- Financial Products
- Customer Acquisition
- Client Activation
- Cross Selling
- Lead Generation
- Sales Management
- Communication Skills
- Presentation Skills
- Customer Handling
- Target Achievement
- Relationship Building
- Bfsi Sales
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.00 LPA TO 5.15 LPA
The role entails direct customer interaction and is responsible for business acquisition of current accounts/Saving Account for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
6 Opening(s)
2.0 Year(s) To 9.0 Year(s)
4.50 LPA TO 8.50 LPA
Acquire quality Current Accounts Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Commission and Rates to be fixed in the system.
Activate the first trade transaction.
Explore the potential of various trade ...
- Trade Finance
- International Trade
- Casa
- Forex Sales
- Foreign Exchange Services
- Trade Products
- Forward Contracts
- Letter Of Credit
- Bank Guarantee
- Travel Cards
- Customer Acquisition
- Client Relationship Management
- Kyc Compliance
- Aml Guidelines
- Rbi Regulations
- Cross Selling
- Sales Targets
- Business Development
- Customer Retention
- Trade Advisory
- Corporate Banking
- Revenue Generation
- Trade Remittance
- Banking Sales
- Relationship Management
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- : Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
7 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management