Company: SkillLabs
Location: Jabalpur, Madhya Pradesh
Employment Type: Full–time
Posted: 11 hours ago
Description:
Job Responsibilities
• Managing the banking and investments relationship clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Customer.
• Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI business.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Develop, manage, and expand HNI customer relationships by providing service level which exceeds client expectations of most important customer segment. Ensure all sales activity is recorded online as per the organizational process (CRM).
• Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets.
• Informs customers about new products or product enhancements to further expand the banking relationship.
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM).
• Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
Candidate Profile
• Minimum 1-2 years of experience with any leading financial service brand
• Strong understanding of retail liabilites and asset products
• Understanding of third party products
• Experience in portfoiol acquisition and management
Apply via:
• LinkedIn
• Jobrapido.com
——————————————————————————
Tadawul Academy (www.tadawul.academy) is the highest rated CISI training academy in the world. Over 7000 students are enrolled on our eLearning platform. Our portfolio of qualifications includes: CISI ICWIM (Int. Certificate in Wealth and Investment Management), CISI UAE Financial Rules and Regulations, CISI Risk in Financial Services, CISI IISI (Int. Introduction to Securities and Investment), CISI Corporate Finance Technical Foundations, CISI Combating Financial Crime, CISI Global Financial Compliance, etc.