Vacancy in Banking Sector
Unique India solution - Hyderabad, Andhra Pradesh
Operation Manager - (15003770) Description A Global bank, an established bank, get the best of both If you are looking for a career that will provide you the excitement of working on local challenges with access to global expertise and best international practices join ING Vysya Bank Embark on a journey to discover new opportunities and make a difference! Business Unit Retail Operations. The key priorities for the Retail Bank are acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA Retail Deposits and increasing cross-sell of all products offered by the Bank. Job Purpose: Acquire Affluent retail customers , deepen existing customer relationships and cross sell third party and bank products through superior Relationship management skills Principal Accountabilities of the Role: - 1.Acquire Customers Acquire New to bank customers 2.Deepen Relationships Manage a minimum of 250 customers of the branch who are defined as customers with relationship value greater than 3 lakhs Grow the CA-SA balances of this portfolio Cross-sell various products depending on the need analysis of the customers.
For eg Consumer finance loans, Business banking loans, Trade , Forex, Credit cards, 3-in -1 Dmat/Trading Accounts, FES cards. Acquire more customers from the same household Provide best in class services to these customers 3.Wealth Management Do Financial Needs Analysis and Risk Profiling for tagged customers Design a investment portfolio and plan based on ING model portfolios Periodic Portfolio reviews for all customers Cross-Sell investments, life insurance, general insurance and SIP. 4.Compliance Ensure AMFI and IRDA certification and any other relevant certifications. Ensure all customer instructions are executed the same day Ensure 100% documentation of all transactions.
5.Branch Development Conduct branch Insurance Investment seminars to spread financial awareness. 6.Weightages 50% Income from CASA 10% Income from TD 40% Income from Assets and Wealth Manage customers whose Relationship Value is greater than 3 Lacs Qualifications Educational Qualification Graduation. Relevant Experience Previous experience in wealth management. Personal Characteristics Behaviors Keen focus on driving the business Primary Location : Bhopal ,Ahmedabad, Bangalore,Mumbai KERALA REGION,Bangalore Work Locations : Bhopal, Ahmedabad,Bangalore,Mumbai Job : Operation Manager Organization : WEALTH MANAGEMENT Employee Status : Regular Job Type : Experienced/Fresher Thanks Regards: - Aditya Raj +91 7290946141
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