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1. A person should have good knowledge in Wealth/portfolio Management, financial planning or investment advisory.

2. A person should have good communication and Interpersonal skills.

3. Thoroughly knowledgeable person with good presentation.

1. Ensuring the productivity of  the Region, Branch and Team as per the expectation of the company by planning activities for acquiring wealth client, building book size, sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction.

2. The person will be responsible for handling the State Wealth Managers independently and responsible for all matters related to branch, that is, business development and book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of Company Plans.

3. Provide market information on Wealth Management/Portfolio Management Service/ Portfolio Evaluation Services. 

4. Ensure adherence to all processes laid down by the company.

5. Maintenance of statutory timings, discipline, cleanliness of the branch (as per the guidelines) and compliance.

6. Monitor individual & Team performance and take steps to improve productivity.

7. Initiating various campaign / promotions in their respective areas.

8. Monitor customer satisfaction and suggest possible product modifications / improvements to the Head Wealth Management.

9. Oversee and participate in development, expansion and management of consumer and business account. 

Position: Associate Regional Head / State Head

Experience: 12- 16 Years

Qualification: MBA/CFP/ AMFI

1. A person should have good knowledge in Wealth/portfolio Management, financial planning or investment advisory. 

2. Aggressive and Confident Individuals with Strong client relationships. 

3. Good communication and presentation are a prerequisite Self-driven, target oriented individual preferred. 

1. Responsible for identifying customer needs & giving solutions across various asset classes - Equity / Debt / Savings & Investment products / Alternate Investment. 

2. Handling team of AUM RM's. 

3. Achieving group target as well individual target. 

4. Offer holistic Wealth Management solutions to customer. 

5. Responsible for building AUM & Revenue generation as per company benchmarks. 

6. Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals. 

7. Ensuring high quality service and Key Customer Relationship Management. 

Experience: 3-5 Years

Qualification: Graduation or MBA (Both Can Apply). / CFP (Certified Financial Planner)

Job Role:

Enhancement of Deposit pool from customers.

Establishing standards and delivery of service.

Sale of non-deposit products. Cross selling targets progressively.

Sale of MF and insurance products.

Fee income.

Branch administration.

Regulatory compliance.

Manage productivity, morale of branch personnel.

Job Requirement: 

Should have sales orientation

Leadership skills. (Though more tactical than strategic).

Thinker : Doer = 40:60

Must have had sales experience, liabilities products preferable.

 

Qualifications

 

MBA / CA

6-8 years banking experience in a large branch or 4-6 years in Medium branch.

Position Grade Manager/Senior manager

• Lead the Service Team.

• Ensuring regulatory and procedural compliance

• To co-ordinate the audit of the branch

• Ensuring service excellence to enhance portfolio, control retention and better cross

sell

• Authorize and check RO / SO entries

• Check vouchers to clear transactions of above Rs. 10 lakhs

• Vault / Key custodian

• Excellent written and oral communication skills

• Customer service oriented

• Meticulous

• Eye for details

• Ability to manage and motivate front office staff.

• Thorough overall understanding of banking

• Graduate/MBA

• 6-8 years graduates

• MBA with 4-6 years experience

• Should possess team leader qualities

? This is an Independent role and candidate will manage existing clients as well as identify new ones in the market

? Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography

? To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.

? Has to work closely with Branch Banking teams for new customer addition.

? To cross sell various products like Current Account/Term Deposits/Transaction Banking/Trade Finance to the primary Relationship & Group companies.

? To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.

? Focus to continually increase the Book size and profitability of the assigned portfolio.

? To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships.

? To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the brand in the target market

? Improve efficiency by monitoring & overseeing continuous improvement of processes

? MBA/ CA

? Experience: 3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Should have good oral and written Communication skills.

? Job Knowledge- The candidate would need to handle Sales for a gamut of products like TL, OD, CC, Trade, Forex and hence basic product understanding is required

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