300,000 - 720,000 INR (PA)
Full Time
View Applications
Chennai,Tamil Nadu,India • Delhi,India
Skills
Business Development Management Sales Cross Selling Client Relationship Investment Liabilities Insurance- Experience
- 0 to 10 Years
- Industry
- Financial Services / Banking / Broking / Forex / Investment
- Functional Area
- Sales / Business Development / Client Servicing
JOB PURPOSE:
- Meet the business objectives initiated by the respective country
- Priority Clients business Customer focused need-based selling
- Deepen customer relationship and maximize penetration
KEY RESPONSIBILITIES
- Business Drivers :
Segment focus, client focused needs-based selling
Achieve segment relationship penetration, multi-product selling or bundles around anchor product Arrange / create sales activities
Build and manage relationship with business partners / intermediaries / channels
Focus has to be on acquiring new customer relationship along HVS segments for both Assets and Liabilities
- Client Experience
Responsive and responsible selling
Practice appropriate sales and marketing skill
Ensure nil Client complaints
- Risk Assurance
Zero tolerance Fraud, Mis-selling
Discipline in HR and training related matters
Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
Adhere to operational risk controls and procedures in day to day sales management
To ensure no adverse findings in internal / external audit, governance and compliance review
To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
KEY DIMENSIONS
Customers: New-to-Bank Affluent and emerging affluent Clientele along with inactive portfolio activation if mandated by thebank
Business Targets : As mentioned in Job Objective
KNOWLEDGE/SKILLS/EXPERIENCE:
- Must be a graduate. Having an MBA degree would be an advantage
- Candidates should have an experience of at-least 1 year in acquiring High Value clients through liabilities and wealth
- Candidates should have AMFI, IRDA (and other relevant) certifications. In case the candidate doesnt have the same, it should be acquired before joining
- Good knowledge of the selected market and client segments would be an advantage
- Strong communication and negotiation skills with the ability to influence outcomes
- Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit.
- Company
- Disha Career Services
- Location
- Disha Career Services
Sector-63, Noida - Website
- http://dishacs.com/
- View Jobs By This Company
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