Relationship Manager-Wealth Management Job in Mumbai, Mumbai Suburbs
Banking & Financial Services Add comments
Experience: 2 - 3 Years
Location: Mumbai, Mumbai Suburbs
Education: UG - Any Graduate
PG - MBA/PGDM
Industry Type: Banking/Financial Services/Broking
Functional Area: Banking, Insurance
Job Description:
Acquire Platina customers Manage the 250 – 400 customers of the branch who are defined as customers with relationships Greater than 1 lakh for Metro & Urban. And greater than 50,000 for Semi Urban and Rural. Grow the CASA of this portfolio Cross-sell mortgages, credit cards and drive channel migration Acquire more customers from the same household Service these customers Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio. Design a investment portfolio and plan based on ING model portfolio’s Periodic Portfolio reviews for all customers Cross-Sell investments, life insurance, general insurance and SIP. Ensure all customers have a CASA for routing their investments. Ensure all customers use the Iflex wealth management system. Ensure AMFI and IRDA certification Ensure all customer instructions are executed the same day Ensure 100% documentation of all transactions. Conduct branch Insurance & Investment seminars to spread financial awareness.
Desired Candidate Profile:
Required Qualification: MBA Required skills & Experience: Previous experience in Wealth Management from Banking,kindly ignore if you dont have exp in banking in wealth
Company Profile:
WELCOME TO THE WORLD OF ING VYSYA CAREERS! ING VYSYA is looking for top talent. But why should you choose us above other companies? In a word: diversity. No other Financial Services Institution offers the diversity of growth, opportunities and cultures that you’ll find at ING VYSYA. In the process of fostering a Global look & Outlook, we thrive, by sharing information across borders and across Business Units in working environments that foster Open Communication, Trust and Transparency. Another attraction of an ING VYSYA career is the opportunity for lifelong learning. We have an aggressive and fast paced career development for our employees through on-the-job and Leadership Programs followed by an excellent Performance Management System. Our boundary-less environment also supports
Contact Details:
Company Name: Ing Vysya Bank Ltd.
Executive Name: Tasneem
Email Address: tasneem.rangwala@ingvysyabank.com
Telephone: 91-80-25005212
Relationship Manager - Wealth Manager, Wealth MAnagement,RM,Acquistion
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