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Job Description
Description :
- Managing the CASA book both ERV & NTB & the overall Wealth business.
- Leading, guiding and mentoring a team of Preferred Banking Relationship Managers.
- Managing the overall Trade & FX, Wealth as well as the Asset business of the Insignia team
- Ensuring 360 degree client engagement - total client ownership.
- Working closely with other Business units to leverage cross sell opportunities.
- Ensuring adherence to Compliance processes & guidelines.
- Coordination with other departments to ensure an enabling work environment and infrastructure for the team.
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- Strategic planning and implementation to achieve business goals.
- Ensuring team focus and consistent delivery across all products- Balance sheet, FX, Investment, asset products.
- Hiring & retaining of competent team members.
- Portfolio Analysis and alignment with client needs.
Skills
SalesInvestment BankingBankingBFSI SalesWealth ManagementSales HeadClient EngagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
07 Jul 26, 05:07 PM IST
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