Position : Relationship Manager- SLI

Industry : #Banking

Location :Madhya Pradesh

Job Purpose:

·   Acquiring new customers and maintain the accounts of existing customers at the branch level so that Business objectives are achieved

Building Portfolio (to achieve Disbursement and POS budget) as per business mandate/ policies

Regular Follow up and repayment monitoring to ensure portfolio growth and quality management as per laid down process

Required Skills:

2-4 years of experience in banking / microfinance industry, having good knowledge in the rural / livelihood industry.

Exp-5-8 yrs

Location-Hyderabad

Roles and Responsibility.

-To sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the client.

-Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the client net worth relationships.

– Ensuring the highest levels of service to the client.

-Providing Investment planning and advice.

-Acuisition and servicing of HNI / Retail customers.

– Having Mutual Fund selling products experience is must.

–     Increase AUM, Net Sales, and Market Share

–     Acquisition of new to market Corporate Clients Mutual Fund investments

–     Servicing of existing Corporate Client Book.

–     Ensuring development of new High Net worth, PF Trusts, Banks, SMEs, etc.

–     Monitoring the servicing of clients with regards to their payments, redemption, and specific queries

–     Providing the acquired clients with portfolio updates on the mutual fund investments on monthly basis

Knowledge & Essential Skills:

–     Ability to think through & implement necessary strategies to insure healthy shares in the region

–     Relationship skills necessary to manage high end distributors & investors.

–     In-depth knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs)

–     High Enthusiasm & Aggression

–     Ability to work in a team

–     Pleasing personality & an excellent communication skills

Location:Hyderabad

Grade : Deputy Manager(M2)

Job Role and Responsibilities:

• Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics
• Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance.
• Responsible For Sourcing High Value CA customer’s along with entire Family Banking relationship
• Penetration of Business Banking products like CMS/POS/Beat services to CA customer.
• Ensure low attrition ratios.

Regards

Boyen Haddin Consultants LLP

#boyenhaddin, @boyenhaddin 

Location:Mumbai

Job Role: Trade Relationship Manager

Grade : Deputy Manager(M2)/Manager(M3)

Job Role and Responsibilities:

• Meeting new prospective Export/Import business clients on Daily basis.
• Opening of minimum 3 EXIM current accounts (GTA) every month and activating the same with minimum 5k TFX revenue.
• Identification and Login of doable Trade Assets through supporting channels like WCG, SME, AGRI etc.
• Generating TFX income from acquired Current accounts.
• Maintaining strong pipeline of GTA Accounts and Trade Assets with continuous focus on new client prospecting.
• Smooth onboarding of acquired clients with the help of branches and other supporting channels.
• Adherence to Due Diligence and compliance standards of the Bank and meeting the KYC norms without any deviations.
• Achieving the monthly sales targets across different KRA parameters.

Regards

Boyen Haddin Consultants LLP

#boyenhaddin, @boyenhaddin

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