Vice President/Deputy Vice President/Assistant Vice President

3 weeks ago


Kolkata, India Bharathire.com Full time

1. Relationship Management - Portifolio of Ultra HNI and HNI customers.2. Primary focus on Investment Advisory - PMS, MF & Other related productsShould be in Sales & Marketing of Luxury Products likeLuxury Cars- Estate - Luxury Spaces - 5 Crs. +Watches - Rolex/Omega/Cartier etc.2. Excellent Comm. Skills- Managing and developing of HNI clients & cross-sell of wealth products. - Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. - Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)- Provide support for new product launches, and champion new sales initiatives. - Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. - Coordinate customer events along with the product team- Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. - Improve product per customer holding (ref:iimjobs.com)



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