Sr Portfolio Manager Private bank

Full–time
Job Description
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio

Requirements

Educational Qualifications: Graduation/Post-Graduation

Certifications:

NISM V-A Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification

GI certification

Key Skills:

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current trends in financial Industry.

Experience Required:

Minimum experience in years – 3 Years

Exposure to banking, Banca insurance, Wealth Management are encouraged to apply

Please note that Local Exposure for all the above roles is a must. Candidates who are working as Wealth/Affluent-RM, Relationship Manager, NRI-RM, RM-Working Capital/Business Banking, Current Account-RM, Life insurance RM in Private Sector Banks at above mentioned locations may share your CV at vaishnavi.prabhu@mintskill.com Feel free to contact for more details Ph : ++1 80502323+6