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Affluent RM

2 months ago

Bengaluru, India Response Informatics Full time

Affluent RM - Leading MNC bank - Bangalore


Job Duties & responsibilities (List the principal duties. Use concise statements that provide a clear understanding of the level of responsibility, complexity, creativity and analysis performed in this position.)

  • NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of CASA accounts with funded balances (TRV basis Gold, Silver, Bronze)
  • CASA Avg. Bal/TD Net Growth – Generate net growth in average balance for current account/savings account (CA/SA) and Term Deposits (TD).
  • Revenue: Generate new sales revenue from Insurance, Foreign Exchange (FX), and incremental CASA Net Interest Income (NII) up to M3 (month 3).
  • Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
  • Ensure internal and regulatory compliance and address operational risks if any
  • To exercise appropriate due diligence while on-boarding and engaging with clients.


Required Experience

  • Minimum 4 years of experience in acquisition of NTB customers in Premium Banking/ Wealth category
  • Sound understanding of financial planning and wealth management products in India
  • In-depth knowledge of local market and competition
  • AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage