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Manager/Senior Manager/Chief Manager - Wealth Management

3.00 to 8.00 Years   Hyderabad, Chandigarh, Delhi, Coimbatore   16 Aug, 2022
Job LocationHyderabad, Chandigarh, Delhi, Coimbatore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Manager / Sr manager / Chief Manager - Wealth Management - Business Banking Background :- The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for business banking opportunities.- Given that SME is a major thrust area for Wealth and that the primary drivers in this segment are around business banking, we have started to hire Relationship Managers (Sales) within the Banking Solutions vertical. - The mandate to this team is to increase the penetration of the Wealth division in the SME segment by acquiring and managing these relationships with a focus on their business banking needs.Acquisitions :- Acquisition of Emerging Corporate Profile customers- Originate NTB prospects through direct sourcing and open market channels- To sell Banking products (Treasury - FX, Asset-based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)- Collaborate with captive channels like branch banking, privy etc. for lead origination.- Build rapport with key decision-makers (promoters, CFOs etc.)- Understand and monitor client business and financials for ensuring suitable and timely solutions or corrective action- Collaborate with trade finance, CMS, operation, treasury, legal and branch banking team for seamless customer service- Closely work with credit team for managing client expectation and effective risk management- Referral generation from existing portfolio- Monitoring portfolio performance- Deepening of existing relationship- To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries- To have an understanding of industry segments/clusters for reaching out to targeted corporate customers- To be constantly abreast of general economic and market indicatorsJob Requirements :- Overall 3 to 8 years of Banking experience- Excellent written and oral communication skills- Good understanding of Current Accounts & Business Banking & related products such as trade, CMS, credit, forex would be an added advantage- Sales orientation is a must- High energy and drive- Self-motivated with a passion to achieve- MBA / Graduate,

Keyskills :
accountancymistrade financesalesltdbranch bankingfinance

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