Affluent Banking:outbound Channel

2 days ago

Mumbai Maharashtra, India Axis Bank Full time

**Wealth RM**

**INTERNAL USAGE**:
**No. of Vacancies**:

- 1**Reports to**:

- Branch Head**Is a Team leader?**
- No**Team Size**:

- 0**Grade**:

- M- AVP**Business**:

- Affluent Banking**Department**:- Affluent Banking**Sub**Department**:

- NA**Location**:

- Per requirement**About Affluent Banking**
- Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-point**About** **the** **Role**
- Provide financial solutions to the Burgundy customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

**Qualifications**

Optimal qualification for success on the job is:

- Graduation/ Post graduation from a recognized institute
- AMFI and NCFM certifications
- 6-10 years managing High Net worth clients

**Role Proficiencies**:

- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines

  • Rsm Affluent

    7 days ago

    Mumbai, India Citi Full time

    Retail Bank Sales and Distribution Retail Bank Sales & Distribution vertical is an agglomeration of various channels responsible for acquiring customers with segment driven relationship model that serves clients across the full spectrum of consumer banking needs. The key channels under this business are Suvidha (Citi Role Outline/Job Summary Sales Manager...

  • Ho Product Team

    15 hours ago

    Mumbai, Maharashtra, India Kotak Mahindra Full time

    Department Kotak Mahindra Bank Limited Location Kotak Bank - infinity Number of Positions 1 Position Grade M5/M6 Job Name Channel Lead - Investment Product - Managing internal bank channels: Affluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products. - Responsible for annual budget setting as per Channel...

  • Svp Nri Channel-international

    6 days ago

    Mumbai, India HSBC Full time

    -Job description **Some careers open more doors than others** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Associate Producer

    4 weeks ago

    Mumbai, Maharashtra, India Times Network Full time

    TIMES NETWORK, is part of India's largest media conglomerate, The Times Group. It houses upscale brands including; TIMES NOW – India's No. 1 English News channel, ET NOW – A News channel that helps you RISE WITH INDIA ; Mirror NOW - A news channel that solely focuses on the issues that impact YOU everyday; MOVIES NOW and MOVIES NOW HD – India's leading...

  • HO Product Team

    3 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time

    Job DescriptionDepartment Kotak Mahindra Bank LimitedLocation Kotak Bank - infinityNumber of Positions 1Position Grade M5/M6Job Name Channel Lead- Investment Product. Managing internal bank channels: Affluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products.. Responsible for annual budget setting as per Channel...

  • Vice President Business Development

    10 hours ago

    Navi Mumbai, Maharashtra, India Alchemy Capital Management Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    This position looks at a detail-oriented candidate & driven candidate for handling the channel business development function of the firm. The job is primarily handling, nurturing, deepening relationships with existing channel partners with a target of growing both mind share & wallet share with them. Another important deliverable will be looking at...

  • Area Customer Service Manager

    7 days ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Role: Area Customer Service ManagerLocation: MumbaiLeading a team of Approx. 7 Customer Service Officers to address requests/complaints received from clients for all for Retail Asset Products (Eg: Home loan / LAP/Personal Loan)Address Service Request /Complaints including those created by channel partners for Affluent Customers and focus on getting it...

  • Area customer service manager

    1 day ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Role: Area Customer Service Manager Location: Mumbai Leading a team of Approx. 7 Customer Service Officers to address requests/complaints received from clients for all for Retail Asset Products (Eg: Home loan / LAP/Personal Loan) Address Service Request /Complaints including those created by channel partners for Affluent Customers and focus on getting...

  • Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India sapwood ventures Full time

    Responsibilities - Identify and onboard high-net-worth individuals HNWIs and affluent clients through personal networks referrals and partnerships - Provide comprehensive financial planning and investment advisory services to meet client needs - Ensure exceptional client servicing thereby maintaining long-term relationships and client satisfaction -...

  • Client Acquisition

    15 hours ago

    Mumbai, India ACE Talent Consulting Full time

    Role & responsibilities Premium Client Acquisition is part of the Bank's frontline sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities in the Affluent to HNI customer segment, thereby grow premium book. the incumbent shall be responsible for selling banking and investment products and services...