Verified Job
Back Office / Data Entry
Hiring for RMTPP Investments for
Back Office / Data Entry
#366523
Remote / WFH
Job Description
Duties-
Skillsets Required: - Wealth Management, Portfolio Management,CASA,Insurance, Hni Acquisition, TPP, Mutual Fund, Retail Banking, Liability Sales, Cross Selling
• Responsible for TPP Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
• Managing the banking and investments relationship and responsible for overall growth of Liabilities Investment business from branch/retail customers.
• Develop, manage, and expand 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 volumes for larger share of customer wallet - Generating Incremental Business.
• Proactively sell the full range of consumer and commercial product to current and potential 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 customer relationship value with the 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 - Investments.
• To analyze financial needs of the customers and offer appropriate product with utmost transparency.
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Audit Compliance.
• Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).
• Certification Required- IRDA / NISM
Location-Chandigarh/Jalandhar/Panipat/Amritsar/Kapurthala, Udhampur/Manali/Shimla/Sonipat/Kalka/Jind/Patiala/Rajpura/Banur
Interview Drive- 8th/Sept/2026- Friday
Time -11 AM- 2 PM
Regards
Soniya Gupta-TA
871+887767
soniya.gupta@v-konnect.com
This job is provided by Shine.com
Skillsets Required: - Wealth Management, Portfolio Management,CASA,Insurance, Hni Acquisition, TPP, Mutual Fund, Retail Banking, Liability Sales, Cross Selling
• Responsible for TPP Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
• Managing the banking and investments relationship and responsible for overall growth of Liabilities Investment business from branch/retail customers.
• Develop, manage, and expand 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 volumes for larger share of customer wallet - Generating Incremental Business.
• Proactively sell the full range of consumer and commercial product to current and potential 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 customer relationship value with the 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 - Investments.
• To analyze financial needs of the customers and offer appropriate product with utmost transparency.
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Audit Compliance.
• Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).
• Certification Required- IRDA / NISM
Location-Chandigarh/Jalandhar/Panipat/Amritsar/Kapurthala, Udhampur/Manali/Shimla/Sonipat/Kalka/Jind/Patiala/Rajpura/Banur
Interview Drive- 8th/Sept/2026- Friday
Time -11 AM- 2 PM
Regards
Soniya Gupta-TA
871+887767
soniya.gupta@v-konnect.com
This job is provided by Shine.com
