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Bank Head - Bhopal

Finwizard Technology
Mumbai, Maharashtra
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16 hours agoFull–time
Department

Business development

Job posted on

Jul 26, 2024

Employee Type

Permanent

Experience range

5 years - 10 years

Designation - Bank Head

Location - Bhopal

About the Company:

Fisdom is an award winning firm operating in the wealth management space. We currently offer investors a 360-degree platform for mutual funds, Insurance, Broking & wealth management products. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory accessible to all. Our focus is to help everyone maximize their wealth. For more info, visit: www.fisdom.com. We are growing and constantly looking for high performers to participate in our growth story.

Fisdom has just raised $11M in the last round led by NASPERS (ONE OF THE LARGEST VC GLOBALLY).

We partner with Banks (as digital partner) and own the Wealth Management Business of the bank. The current partnership includes UCO, Indian Bank (merged entity include Allahabad Bank), Bank Of Maharashtra, Karnataka Bank, City Union Bank to name a few apart for few Small Finance banks, Cooperative Banks and digital partnerships.

We strive to become the largest digital wealth Management Company keeping customer experience at CORE.

Summary/Objective:

The Bank Head will be the playing captain of the team. He/She will be responsible for building relationship with the partner bank, building customer relationships, and growing the revenue generated per customer.

Key Responsibilities:
• Prospecting and identifying new leads from partner bank branches in the assigned zone
• Responsible for Channel Management & regular Customer Meetings
• Responsible for revenue generation and building the firm’s AUM
• Maintain close relationship with the customer to up-sell / cross-sell