Assistant Vice President/ AVP- Banking

Ikya Human Capital Solutions Pvt Ltd
  • Delhi
  • 15-25 lakh
  • 8-12 years
  • Views
  • 04 Jan 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Monitor and address HNI clients banking and investment requirements
Handling a group of High Net worth Clients of the branch
Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
Achievement of monthly sales and income targets set across all products
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
Conduct risk profiling of all mapped clients for better advisory on investment needs
Ensure profitability of the portfolio: Generate high Income per Customer
Regular contact with all mapped clients through weekly / monthly calls
Resolution of queries of all mapped clients within TAT specified
Ensuring need based product approach towards clients and regular reporting of product penetration
Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)


Competencies/Skill sets for this job

Selling Lifestyle Profitability Hni Clients Financial Acumen Clients

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