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Top Bank - Financial Partner/Financial Advisor Branch Banking


Source:
TIMESJOBS.COM
Location:
Noida, UP
Date:
27-10-2016
Job Code:
58188442
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
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Job Details

Role - For Wealth products sales like Mutual Funds, Insurance,deposits,CASA & other banking products for revenue generation-1. This is an individual contributor role, i.e. there wouldnt be a team reporting into the person2. The person would be responsible to handle existing customers & source new HNI Customers as well as managing their portfolio Roles & Responsibility I. Customer Acquisitiono Identification & acquisition of Senior & Top Management potential in all relationships mapped. II. Engagement Matrix III. Client Profiling IV. Manage Assigned Book V. Incremental Business Across Products VI. Portfolio Book Quality VII. Showcase & Cross-sell of Banking Products VIII. Increase Share of wallet IX. Sales Record Update X. Preferably IRDA & NISM/AMFI Certification is completed/ updated within 90 days of joining.Thanks & RegardsPooja Sharma - HR ConsultantGIPS Consultancy ServicesBranch Offices at Delhi & Ujjain puja@gipsconsultancy.com
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: 4-9

Requirements

Accounting/Financial Products
Applying for this job will take you to an external site

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