Manager- Financial Planning

Quotient Consultancy
  • Nagpur, Nashik
  • 3-7 lakh
  • 3-8 years
  • Views
  • 14 Jul 2017

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
Financial Planning and Investment Advisory to HNI clients
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per organizational process

Competencies/Skill sets for this job

Business Banking Relationship Management Forex Mutualfunds

Job Posted By

Amogha .

About Organisation

Quotient Consultancy