Wealth Management Delhi, Kolkata : Ing Vysya Bank Ltd

[Admin]

Ing Vysya Bank Ltd. Delhi, Kolkata : Relationship Manager-Wealth Management

Website: http://www.ingvysyabank.com/scripts/careers.aspx

Keywords: Relationship Manager - Wealth Management

Designation: Relationship Manager-Wealth Management
Experience: 5 - 10 Years
Location: Delhi, Kolkata
Education:
UG - Any Graduate
PG - MBA/PGDM
Industry Type: Banking/Financial Services/Broking
Functional Area: Banking, Insurance
Posted Date: 19 Mar

Job Description:
Roles & Responsibility

1. Acquire Platina Customers
1. 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

3. 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:
Required Qualification: Graduate/MBA
Required skills & Experience: Previous experience in Wealth Management (Mutual fund)
Location of Postings: Delhi (Model town, KarolBagh, kirti nagar, Panchshel Park)/Kolkata (Middleton Street)

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

Executive Name: Mr.Venu

Address:
Not Mentioned

Telephone: Not Mentioned

Keywords: Relationship Manager - Wealth Management

[Guest]

HIMANSHU CHAUDHARY
Flat No. 84, AIIMS Apt, Vasundhara Enclave, Delhi - 110096
Mobile: +91 970 333 2370; Email: chaudhary.himanshu AT aol.in

To creatively utilize and enhance my knowledge and skills in Marketing Management and contribute to the organization’s success. To grow as a professional and an individual with the organization... AMFI & IRDA Certified

EDUCATION
Degree/ Certificate Institute/ University Year of Passing Marks/CGPA
MBA (Marketing/Operations) ICFAI Business School, Hyderabad 2005 7.55
B.Tech. (Mechanical) J.S.S.A.T.E., Noida 2002 74.0

CORE COMPETENCIES
- Good work experience in the field of sales in banking and FMCG.
- Proven experience as well as strong customer service skills and thorough knowledge of banking products.
- Excellent communication and interpersonal skills, proven ability to work well with individuals at all levels.
- Capable of working in a challenging and competitive environment for constructive growth of the business.
- Ability to manage multiple tasks in a demanding environment.
- Committed and bearing good managerial skills with leadership qualities coupled with strategic planning and business development acumen.


EMPLOYMENT HISTORY
HSBC BANK
Relationship Manager, Personal Financial Services (Mar 2008 onwards)

Report to the Associate Vice President and responsible for building the PVA client base while increasing the wallet share of the customer with HSBC, which can be achieved by adding the NTB clients, building strong relationships with PVA customers, successfully selling Investment and Insurance products and driving cross sell of the bank’s product to PVA customers.

Responsibilities:

- Drive the No. of PVA NTB accounts and upgrades
- Achieved budgeted targets of assigned product lines – deposits, loans, life insurance
- Achieve specified revenues.
- Source leads for Premier NTB accounts and upgrades
- Cross-sell Insurance, Investment, HML A\and PIL products to Power vantage customers.
- Increase wallet share by driving increase in account values.
- Identify and implement suitable new initiatives to build relationships with existing valuable PVA customers.
- Ensure all frontline staff are aware of the basic product / process features. Conduct one session on Power Vantage every month
- Activity levels of CRMS to meet ASP benchmark performance levels.
- Achieve agreed scores on each parameter of the CSSC ( Customer Service Score Card )
- Minimum (within standard %) concurrent audit comments with no reminders for any comment.
- Achieve satisfactory audit ratings (GAA & FPS).
- Ensure no time lag between booking of business and closure of the lead on CRMS.
.
ICICI BANK LIMITED, HYDERABAD
Area Sales Manager-A.P. International Banking Group (Nov 2006 To Mar 2008)

Report to the Regional Sales Manager and manage a team of 14 NRI Relationship Manager.
The focused products being Life Insurance, Mutual Funds & Deposits.
.
Responsibilities:
- Established and maintained customer relationship and also managed the new as well as the existing customer accounts of value INR 250 crores.
- Achieved budgeted targets of assigned product lines – deposits, loans, life insurance, general insurance, ‘Money 2 India’ remittances, mutual funds and online share trading services with a team
- Worked with the Retail Liabilities Group, which included the retail branch personnel and the loan specialists and ensured growth in sales.
- Enhanced overall book size growth of over INR 100 crores for cluster and added over 4500 new customers.
- Provided sales training to channel partners, and also training on opportunity qualification, competitive positioning, specification influence and other initiatives as required.
- Developed detailed business plans - individual and with channels and monitored the progress of plan implementation.
- Enhanced cross selling of other products of the bank.
- Provided training to the team members and monitored their performance.
- Provided support and guidance to the team members for achieving their targets efficiently and on time.

Notable Achievements:
- Achieved the highest Home Loan disbursements of INR 20 crores in FY06-07.
- Consistently stood among the top performers in sale of life insurance & Mutual Funds throughout the tenure.
- Achieved highest number of online remittance registrations (Money2India) for the FY 06-07.
- Achieved highest number of I Direct Account Pan India.


VST IND LTD, HYDERABAD
Area Sales Manager (Mar 2005 to Nov 2006)

Reported to Circle Manger and manage 3 Distribution points, two of City and of upcountry, handled a workforce of 45 members including the Trade Market Representative and Daily Sales Representatives.

Responsibilities:
- Incharge of three Main Distribution points.
- To ensure achievement of all KRA’s
- To ensure proper implementation of trade promotion and schemes along with their tracking & merchandizing.
- Responsible for generating a monthly turnover of Rs. 1.25 crores.
- Handling a Field Force of 45 (Executives, Supervisors, Distributor representatives)
- Maintaining the health of 8 brands with a growth perspective
- Designing and implementing marketing strategies to increase sales and brand recognition for new brands
- Improve distribution system, retail coverage
- Identifying new markets / opportunities to develop better trade promotions
- Appointing, training and motivating the field force
- Depot and sales team management and routine market visits
- To maintain a healthy relationship & rapport with the wholesalers and the stockist
- Achievement of monthly revenue / sales / marketing targets assigned through dealers / distributors
- Participate in general sales strategy and defining plans along with ZM/BM/CM to sell a range of product mix to maximize revenue / profitability

Notable Achievements:
- Achieved the highest sales turnover in the region for the three focused brands.
- Sales of two brands (CAF & CMF) have increased more than thrice in terms of Volume.
- Lowest attrition rates for TMR & DR in the region.

COMPUTER PROFICIENCY
- Well versed with WIN 95, DOS 6.2, UNIX
- Proficient in Language: C, Cobol
- Package: MS Office, MS Excel

CERTIFICATIONS
- AMFI (Association Of Mutual Funds In India)
- IRDA (Insurance Regulatory And Development Authority)

PERSONAL DETAILS
Date of Birth (dd/mm/yy) : 14/10/80
Language Known : English, Hindi
Permanent Address : Flat No. 84, AIIMS Apt,
Vasundhara Enclave
Delhi - 110096

Address for Communication : Flat No. 84, AIIMS Apt,
Vasundhara Enclave
Delhi - 110096

[aradhana kakkar]

dear sir/madam,

I have done mba in marketing and finance in 2005 and working with State bank of India for last 2 years.I am dealing in all the products of the bank and serving to HNI clients also.I wish to work with your esteemed organisation for my better career graph.
Thanking you

ARADHANA KAKKAR
E-MAIL ID: n_kkkr@yahoo.ie