Sr. Key Responsibilities
1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month
Adherence to Bank policies and guidelines such as KYC & AML
2 Ensure successful onboardin...
1. Increasing the Liability book and Investment AUM portfolio
through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and
wealth products like Trade Forex, Insurance, Investments, Retail
Assets ...
Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
Analyze investment products and determine which product is appropriate for the clients
Responsible to increase the Branch AUM
Support and handho...
<span> Job description:
1. Terminal handling
2. Responsible to generate brokerage primarily through advising clients on their
equity portfolio. 5x
3. Responsible for generating revenue from Third party product. 0.5x
4. NISM 8 Certification...
...<span>Ability to learn and be updated in line with the capital markets & current affairs.
6. Achieving desired </span><b>sales </b><span>targets.
7. Daily update the work to the reporting </span><b>manager </b><span>by EOD
Experience ...
Broking industry experience
6 to 12 years of experience
team handling
IP Business Upfront Revenues - Insurance Business
Attrition Management of Team
RM & Junior Level Recruitment's of Team
Team target of 4 Physical Meetings either th...
