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