Ing Vysya Bank Ltd Mumbai : Wealth Management Relationship Manager

[Admin]

Ing Vysya Bank Ltd. Jalgaon, Kolhapur, Mumbai, Mumbai Suburbs, Surat : Relationship Manager-Wealth Management

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

Keywords: financial product sales experience,Banks,Stock broking

Designation: Relationship Manager-Wealth Management
Experience: 2 - 5 Years
Location: Jalgaon, Kolhapur, Mumbai, Mumbai Suburbs, Surat
Education:
UG - Any Graduate - Any Specialization,Graduation Not Required
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Industry Type: Banking/Financial Services/Broking
Functional Area: Sales, BD
Posted Date: 04 Mar

Job Description:
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
4.Compliance
- Ensure AMFI and IRDA certification
- 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.

Desired Candidate Profile:
- 250 – 400 customers to manage, depending on branch.
- Grow CASA by 30 lakhs – 15 lakhs per qtr depending on branch.
- Generate Fee Income of Rs 4.50 lakhs – 1.80 lakhs per qtr, depending on branch and vintage
- Generate 6 SIP every month.
- Acquire 6 – 30 Platina customers per qtr, depending on branch & vintage

State the minimum acceptable proficiency for this job. Do not state incumbent-specific information

Culture to meet new customers and acquire them
Interest in financial markets and desire to help customers invest properly
Service orientation to manage own customers
Ability to understand complex investment products.

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: Ms Tasneem

Address:
Ing Vysya Bank Ltd
ING Vysya House
# 22
M. G. Road
Bangalore,Karnataka,INDIA 560 001

Email Address: tasneem.rangwala@ingvysyabank.com

Telephone: 91-080-25005000

Keywords: financial product sales experience,Banks,Stock broking

[Abhijeet Varadkar]

Sir/Mam
I have total work experiance of 4 years.I worked with ICICI Bank (one year) as senior officer (operations) Would like to work with your organisation. Kindly do the needful.

Contact no. :- 9892162922
022-28488325

[Guest]

Am a fresher looking out for a job i have done mu mba in finance

[chitranjan117]

I have 10 month of work experience looking for banking job, i have done mba in marketing and finance

[Guest]

Dear All

I have a work experience over three years in operations with HDFC Bank & currently I am working with TATA MOTOR FINANCE for last 1.5 years

& also I have done MBA in Finance from SCDL pune

please consider

Regards
Amit sachdeva
09215356566

[Guest]

4 yrs work experience in Sales and Relationship Management job.

[Guest]

I am pursuing CFP,i have cleared 4 module& now appearing for final.i have 2.4 years of exp in share market.

[Guest Poster]

Dear sir/mam,
I have 5 yrs exp.in wealth management .

Nilesh-9823232225

[Guest]

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[Guest]

hi this is manjushree here,my organiztion provides CFP and NSE certification along with mba dual specialization.would like to connect with u regarding placements.u can contact me on 9096464875