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Need for Private Banking Advisor _ PBRM

5.00 to 7.00 Years   Vadodara   28 Aug, 2023
Acura Solutions
Job LocationVadodara
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Key responsibilities Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share. Ensure all business happens strictly within the compliance guidelines && framework of the bank Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance - Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Acquisition - Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Job Title: Private Banking Advisor - PBRMIndustry: BankingFunctional Area: Private Banking Advisor - PBRMQualifications MBANo. of vacancies: MultipleExperience: Min 5 -6 yearsAnnual CTC: 22.5 LPA

Keyskills :
casabranch bankingacquisition

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