Shine Job Format

"Key responsibilities

Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment

AUM CASA portfolio. Work closely with the Head RM to establish synergies with

different channels for maximum wallet share.

Ensure all business happens strictly within the compliance guidelines amp; framework of the

bank

Retention - Ensure top class service delivery to clients to be in line with the best in the

industry. Monitor high net worth accounts closely to ensure that customers continue regular

use the account and grow balances. Work towards reactivating accounts which have stopped

transacting or depleted in balances. Assist in resolving service hurdles to create a delight

situation for customers.

Risk Management Governance - Ensure awareness and adherence with the Know Your

Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection

Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the

bank as stipulated from time to time. Provide regular feedback on the changing customer

needs to the Product team and Service Quality team. Optimum usage of Financial

Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager.

Promotion of Alternate Channels. Increase customer contact ability by capturing email

address and mobile number.

Acquisition - Assist Head RM in executing successful micro-events for acquisition of new

clients. Acquire new accounts from group companies / family of existing customers. Acquire

new accounts from referrals from existing customers"

Job Title: Private Banking Advisor - PBRM

Industry: Banking

Functional Area: Private Banking Advisor - PBRM

Qualifications MBA

No. of vacancies: Multiple

Experience: Min 5 -6 years

Annual CTC: 22.5 LPA

Job Location: Chennai

Mandatory Key skills: branch banking, acquisition, CASA, portfolio

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