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Relationship Manager-Wealth Management at Ing Vysya
Relationship Manager-Wealth Management at Ing Vysya
Company Name:
Ing Vysya Bank Ltd.
Specialization:
Role:
Location:
Emai Id:
Emai Id:
2 - 5 Years
Job Description:
Roles & Responsibility :
1. Acquire Platina Customers :
Acquire Platina customers
2. Deepen Relationships :
-Manage the 250 – 400 customers of the branch who are defined as customers with relationships
greater than 1 lakh for Metro & Urban . And greater than 50,000 for Semi Urban and Rural.
Grow the CASA of this portfolio
Cross-sell mortgages, credit cards and drive channel migration
Acquire more customers from the same household
Service these customers
3. Wealth Management :
Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.
Design a investment portfolio and plan based on ING model portfolio's
Periodic Portfolio reviews for all customers
Cross-Sell investments, life insurance, general insurance and SIP.
Ensure all customers have a CASA for routing their investments.
Ensure all customers use the Iflex wealth management system
4. Compliance :
Ensure AMFI and IRDA certification
Ensure all customer instructions are executed the same day
Ensure 100% documentation of all transactions.
3. Branch Development :
Conduct branch Insurance & Investment seminars to spread financial awareness.
Desired Candidate Profile
Location of Postings: Eroda, Kannur, Thrissur
Required Qualification: MBA
Required skills & Experience: Previous experience in Wealth Management (Mutual fund)
Company Profile:
WELCOME TO THE WORLD OF ING VYSYA CAREERS! ING VYSYA is looking for top talent. But why should you choose us above other companies? In a word: diversity. No other Financial Services Institution offers the diversity of growth, opportunities and cultures that you'll find at ING VYSYA. In the process of fostering a Global look & Outlook, we thrive, by sharing information across borders and across Business Units in working environments that foster Open Communication, Trust and Transparency. Another attraction of an ING VYSYA career is the opportunity for lifelong learning. We have an aggressive and fast paced career development for our employees through on-the-job and Leadership Programs followed by an excellent Performance Management System. Our boundary-less environment also supports
Contact Details
Company Name:
Ing Vysya Bank Ltd.
Website:
http://www.ingvysyabank.com/scripts/careers.aspx
Executive Name:
Ms Tasneem
Address:
Ing Vysya Bank Ltd
ING Vysya House # 22 M. G. Road
BANGALORE,Karnataka,India 560001
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