Job Description:

Experience: 2 – 6 Years


Education:UG – Any Graduate – Any Specialization

PG – Post Graduation Not Required

Industry Type:Banking/Financial Services/Broking

Role:Relationship Exec.

Functional Area:Banking, Insurance

Posted Date:24 May

Desired Candidate Profile

Greetings from ING Vysya Bank !!!

Dear Candidate,

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


• 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

Best Regards,



Job Description

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

4. Compliance

• 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

Company Profile

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:

Contact Details

Company Name:Ing Vysya Bank Ltd.


Executive Name:Rajitha

Address:Ing Vysya Bank Ltd

ING Vysya House # 22 M. G. Road

BANGALORE,Karnataka,India 560001