Posted By: I Mates Consultants | Posted on: July 10, 2019
Ernakulam/Cochin/Kochi Trivandrum
1000000-1500000
0-1
Description:

Profile - Relationship Banking Head-Portfolio Management- Retail Banking.

Scope of the Role - Relationship Banking Head (RM Head) is the whole  custodian for a portfolio of a stratagic branch which will be about 400 to 600 Crore. Share the above portfolio to 5 or 6 experienced portfolio managers,cross sell and generate revenue for the bank.

Responsibilities -

1) Manage a unit of Well experienced Relationship Managers (DM/M/Sr.M Grade RMs with a CTC Bracket of 6 to 10 Lak CTC).

2) Manage the Super HNI Clients,Support the unit for clients meeting.

3) Acquisition of new HNI/Super HNI clients to the portfolio.

4) Responsible for the revenue generation from the assigned book.

5) Manage the customer complaints.

6) Revenue generation from the unit should be adhereing the customer and product mix.

Ideal Candiate  - Ideal fitment for the above role is somebody with good exposure in Multiple wealth products like Banking/Securities ..etc. Consider candiates with good exposure in Insurance (Bancca)/Mutual fund..etc with exposure in handling a matured unit.

 

Skills:
portfolio management mutual fund equity key accounts management hni client handling securities shares pms

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