Experience: 2 – 6 Years
Education:UG – Any Graduate – Any Specialization
PG – Post Graduation Not Required
Industry Type:Banking/Financial Services/Broking
Functional Area:Banking, Insurance
Posted Date:24 May
Desired Candidate Profile
Greetings from ING Vysya Bank !!!
We are looking at Dynamic MBA OR a Graduate with an experience in Wealth Management with a keen focus to drive the business.
Expectation from the candidate :
• Need to meet new customers and acquire them
• Interest in financial markets and desire to help customers invest properly
• Service orientation to manage own customers
• Ability to understand complex investment products.
ING Wealth Management :
Our Unique Value Proposition
Experienced relationship management teams
Continuity of RMs and support teams
Service culture rather than only sales focus
Conveniently located RM team
Strong capabilities in research, reporting and risk management
About ING International
• 14th largest financial institution world-wide by Market Capitalisation
• 5th largest financial institution in Europe by Market Capitalisation
• 65 countries where ING is present
• €53bn Market Capitalisation
• 110,000 + employees
• 50 million + customers world-wide
ING VYSYA BANK in INDIA
• Premier Domestic Private Sector Bank
• Over 70 years of standing
• Net worth of over Rs. 660 crores
• Asset base of over Rs. 10700 crores
• Total business turnover of over Rs. 12000 crores
• Capital adequacy of 11.57%
• Extensive network – over 480 retail outlets
• Strong loyal client base in Corporate, Trade and Retail
• Exploring new territories
• An Indian made International Bank
Pls. Share an updated copy of your CV ASAP
ING VYSYA BANK LTD
Role of Wealth Manager:
1. Acquire premium 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 portfolio’s
• 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 I flex wealth management system
• Mutual Funds exp in must
• 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.
Keywords: HNI, Investment, Acquire, Sales, Acquisition
WELCOME TO THE WORLD OF ING VYSYA CAREERS! ING VYSYA is looking for top talent. But why should you choose us above other companies? In a word: diversity. No other Financial Services Institution offers the diversity of growth, opportunities and cultures that you’ll find at ING VYSYA. In the process of fostering a Global look & Outlook, we thrive, by sharing information across borders and across Business Units in working environments that foster Open Communication, Trust and Transparency. Another attraction of an ING VYSYA career is the opportunity for lifelong learning. We have an aggressive and fast paced career development for our employees through on-the-job and Leadership Programs followed by an excellent Performance Management System. Our boundary-less environment also supports
How to apply:
Company Name:Ing Vysya Bank Ltd.
Address:Ing Vysya Bank Ltd
ING Vysya House # 22 M. G. Road