Affluent Rm

2 months ago


Bangalore City, India Response Informatics Full time

Affluent RM Leading MNC bank BangaloreJob 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 anyTo 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 categorySound understanding of financial planning and wealth management products in IndiaIn-depth knowledge of local market and competitionAMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage