Senior Relationship Manager – WM

Ing Vysya Bank Ltd.

2 – 3 yrs Hyderabad / Secunderabad

Job Description:

Business Unit Retail Liabilities.
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 mass affluent retail customers for Platina Accounts, deepen existing HNI relationships and cross sell third party products.

Principal Accountabilities of the Role:-

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 portfolios
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

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.

Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services , Banking , Investments , Insurance
Role Category:Corporate Banking
Role:Client Servicing/Key Account Manager


Casa Retail Liabilities Relationship Management Life Insurance Wealth Management HNI IRDA Banking Cross Selling Third Party Products

Desired Candidate Profile:


UG: Any Graduate – Any Specialization
PG:MBA/PGDM – Any Specialization
Doctorate:Doctorate Not Required

Educational Qualification:

Graduate /MBA

Relevant Experience

Previous experience in wealth management.

Personal Characteristics & Behaviors

Good communication
Good negotiation skills
Keen focus on driving the business

Company Profile:

Ing Vysya Bank Ltd.
Ing Vysya Bank Ltd.

Recruiter Name:HR
Reference Id:15008833