---

---

Location

Mumbai | India

---

Job description

• Acquiring Trade Clients Assets ForexPortfolio management CASA values Sales to portfolio.
  
• Acquisition of Trade Forex Current Account
  
• Trade & Forex Bank Guarantee & Remittances
  
• Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations
  
• Generate the revenue for the Bank through remittances and other cross sell products
  
• Customizing product as per the customer requirements
  
• Plan the activities to acquire New Client acquisition
  
• Providing support in all the operational activities of the bank
  
• Providing support to subordinates for acquiring new quality current accounts (value buildup)
  
• Wealth portfolio and acquiring NTB Relations for Revenue generation.
  
• Generating revenue through cross selling assets and trade forex to all the portfolio customers.
  
• Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation processing deposits retail loan proceeds credit cards demat services transfers payments overdrafts and other routine transactions to enhance customer engagement.
  
• Supporting the sales effort by making sales plan follow up calls scheduling appointments and maintaining and preparing client marketing materials.
  

Requirements

• Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services
  
• MIS generation
  
• Graduate 4 6 years of experience AMFI / IRDA
  
• Post Graduate 2 4 years of experience AMFI / IRDA
  

Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

---

Job tags

---

---

Salary