Daily activities include client engagement to drive portfolio action; address investment related or transactional queries ( Casa / credit card)
MGM/ referrals on new to bank; cross sell opportunities to cards/ loans / other products.
Regularly attend market outlook briefings - internal /external
Portfolio review to at least 1-2 clients.
Perform compliance-related deliverables- Customer due diligence, AIR inquiries ; Surveillance; LMTM Callouts. Actively participate in the Power Hour callouts - tag campaigns in ECRM. Review daily production and its impact of their Scorecards.
Qualifications
Skills
Communication Skills, Interpersonal Skills, Integrity
Analytical skills - ability to understand fundamentals of the market and apply it on portfolio actions on a per client level.
Aptitude to pass both internal and external certifications
KPI
Effort based Investment Revenues
Trailers
Insurance Revenues
AUM growth/NNM
New To Bank
Tools
Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, Zoom
Education
Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education
