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Head Exclusive Channel

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Responsible for activities regarding sales, marketing, customer acquisition, customer relationship management, & maximizing revenue.Adding new customers for premium banking through MF, Insurance, CASA, Referrals and Mortgage.Taking care of portfolio of clients & providing range of Wealth Management servicesWealth Management portfolio spread across Vanilla MF's, Structured Products, Private Equity & Insurance products , PMS Products .Finding various new businesses opportunity to get commercial business and attain set goals.Assessing market, current trends in market, finding competitors, also giving suggestions for product improvement.Accountable for managing the Retail, Wholesale and Investment business of Entire branch and Channel.Recruiting, training, guiding Relationship Managers on the entire bouquet of Bank products and equipping them with the required knowledge, skills to ensure successful sales and achievement of Channel targets across Retail, Wholesale and Investment businesses.Comprehensive Tax Planning, Investment and Portfolio advice, Financial planning for HNW customers.Wealth Management of clients by conducting detailed Financial Planning and subsequently suggesting a product mix of Equities, Structured Products, Mutual Funds, Insurance, Fixed Deposits, RBI Bonds, Capital Gains Bonds as per the Client needs.Provide effective solutions to corporate for Business Banking, Working Capital Requirement, Financing Solutions Advisory, Trade Finance, and Forward Contracts.Engaging HNW customers through Joint calls with Relationship Managers.Ensuring penetration of all the income generating products of the bank by increasing thrust on cross sell and ensuring maximum products are held by the bank customers.Ensuring the achievement of Targets by the Relationship Managers.
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 7-10


Client Servicing | Direct/Commission Sales | Relationship/Account Servicing | Retail Sales
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