| VP Wealth (SRM) |
Strong communication skills, Analytical & Interpersonal skill along with financial expertise and a client centric approach
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- Acquiring, nurturing, growing and strengthening relationship within the Affluent and UHNI/HNI segment of Clients in order to meet business objectives
- Cross-selling a range of Investment, Insurance products and other Asset Classes to these Clients to meet financial planning objectives and attain revenue objectives
- Focus on increasing Total Relationship Value (TRV), Assets Under Management (AUM), Investment AUM & increase in Product per Clients as per business objectives
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- Acquire UHNI/HNI and Affluent Clients
- Deepen Relationships
- Manage Affluent/UHNI/HNI Clients of the branch
- Grow CASA/Investment AUM of portfolio & other asset classes
- Cross-sell mortgages, credit cards and drive channel migration
- Acquire more clients from the same household
- Service these clients
- Increase product per customers (PPC) for Wealth products as well as Bank products
- Wealth Management
- Financial Needs Analysis and Risk Profiling
- Periodic portfolio reviews for all clients
- Cross-sell investments, life insurance, general insurance, PMS, SIP, and new investment products
- Compliance
- Ensure AMFI, IRDA, NISM and other relevant certifications
- Ensure client instructions are executed the same day
- Ensure 100% documentation of all transactions
- Branch Development
- Conduct branch Insurance & Investment seminars to spread financial awareness
- Any other matter entrusted by the Bank from time to time
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| AVP Wealth (RM) |
Strong communication skills, Analytical & Interpersonal skill along with financial expertise and a client centric approach
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- Acquiring, nurturing, growing and strengthening relationship within the Affluent and HNI segment of Clients in order to meet business objectives
- Selling a range of Investment and Insurance products to these Clients to meet their financial planning objectives and attain revenue objectives
- Focus on increasing Total Relationship Value (TRV) and Assets Under Management (AUM) of Clients as per business objectives
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- Acquire HNI and Affluent Clients
- Deepen Relationships
- Manage Affluent/HNI Clients of the branch
- Grow the CASA of this portfolio
- Selling mortgages, credit cards and drive channel migration
- Acquire more clients from the same household
- Service these clients
- Increase product per customers (PPC) for Wealth products as well as Bank products
- Wealth Management
- Financial Needs Analysis and Risk Profiling
- Periodic portfolio reviews for all clients
- Selling Investments, Life Insurance, General Insurance and SIPs
- Ensure all clients have a CASA for routing investments
- Compliance
- Ensure AMFI, IRDA and NISM certifications
- Ensure client instructions are executed the same day
- Ensure 100% documentation of all transactions
- Branch Development
- Conduct branch Insurance & Investment seminars to spread financial awareness
- Any other matter entrusted by the Bank from time to time
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| Customer Relationship Executive |
Mandatory: Should have a valid driving licence for two-wheeler
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- Provide on-ground support to Relationship Managers in collecting documents from clients and sending to relevant department for service requests where documentation or in-person meeting with client is required
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- Assisting Relationship Managers in collecting and delivery of documents from/to Wealth clients
- Assisting Service Managers in completion of onboarding documentation
- Assisting Relationship Managers / Service Managers in collection and delivery of documents in different departments of the Bank
- Door-step banking to clients
- Any other matter entrusted by the Bank from time to time
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