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Job Id: 611
Job Title: Sales - Wealth Management / LAS - Delhi
Industry: Banking, Financial Servcies & Insurance
Functional Area: Sales / Business Development / Client Servicing
Salary: 10 Lac - 12 Lac
Job Location: Delhi / NCR
About the Client

The company offers customised financial solutions in the areas of capital market, corporate finance, commercial real estate and mortgages, infrastructure project and structured finance, and debt capital markets & syndication. These solutions enable its customers to pursue ambitious growth strategies and execute value-creating transactions.


1. The Capital Market Group offers its customers the best opportunity to meet their liquidity requirements by providing finance for investments in the capital market


2. The Corporate Finance Group deals with SMEs, mid-corporate and large corporate clients and aims to provide customised financing solutions to meet their working capital and growth finance needs


3. The Commercial Real Estate and Mortgage solutions comprise loans against property, lease rental discounting, commercial property purchase loan and construction finance

4. Debt Capital Markets & Syndication engages with public and private sector banks, financial institutions, pension funds etc. and seeks to align the unique needs of the issuer with the risk reward profile of variety of investors

Job Description

Job Purpose
Business Development and Profitability: To achieve the targeted loan book & NIM by selling CMG products in the assigned geography to HNI & Retail segments. The role requires business development thru multi-sourcing channels; direct acquisition, national alliances, DSAs and ABFSG;

Client Lifecycle Management: Ensure loan account regularization on ongoing basis in terms of security value, interest payment as well repayment of loan and keep NPA under control. Understand client needs and offer multiple ABFSG products.

 

Principal Accountabilities
To deliver strong sales & budgeted NIM growth in the area
To achieve the budgeted business volumes as well as Net Interest Margin (NIM) for self
To constantly focus on fee generating service offerings to meet the projected fee income
The product segment includes Loan against shares/MF Units to Brokers, HNIs, Retail clients; Loan against Insurance Policies, ESOP Financing, IPO financing and Special opportunity financing.

To undertake new client acquisition, retention & growth
To map the target HNI clients in the state and drive relationships with them to have a healthy pipeline & regular disbursements
To develop DSAs & direct sales teams for faster customer connectivity
To increase the client base by effective lead generation management, cross selling initiatives & brand differentiation through faster TAT (there is dedicated KRA with 10% weightage on Power of one)

To maintain service standards and metrics of client satisfaction
To stay abreast of the client requirements and monitor the relationship from initiation to closure
To ensure that client promises are kept and their grievances are adequately addressed or highlighted
To resolve issues related to client servicing in case of contingencies
To keep abreast of the latest trends & competition, identify new customer satisfaction parameters & report to the management

Desired Candidate Profile

1+ years of experience in Wealth Management / LAS sales

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