Looking For Personal Financial Manager - Partnership M/s.Lakshmi Vilas Bank Ltd

Written By Naomi S on Wednesday, April 26, 2017 | 10:40 AM

Experience   :  6 - 10


   Location   :     Mumbai, Bengaluru, Chennai, Hyderabad, Delhi, Madurai,
                                Pondicherry, Salem, Vijayawada

Job Description   :

1. Participating in various Marketing and Promotional activities to improve TPP business and exploit new business avenues by different activities.

2. Identifying potential customers of mapped branches and cross-selling TPP.

3. Updating TPP details regularly to customers about products (benefit & features) and recommend financial planning after doing proper need based analysis on various services extended and offered by Bank.

4. Focus on customer acquisition through Branch data mining & self-generation leads by RMs to cross-sell TPP.

5. Ensure targets on TPP are achieved on monthly basis without any deviation.

6. Meet minimum 6 prospective customers every day and maintain Daily Call Report (DCR) for a Weekly Review with Branch Manager.

7. Maintaining good liaison with branch staff for TPP business growth and fee income generation for the branch.

8. Business follow-up should happen on daily basis.

9. Timely reporting of data and maintaining up to date MIS Marketing activities.

10. Explore all business opportunities to cross sell TPP to our existing clients of the branch mapped.

11. Reporting to their employer and functional reporting to Branch Head.

12. For any short of activities, Personal Financial Manager is not allowed to carry on Cash from any of the reference / customer.

13. Business support for other banking products through potential customers from their existing client base should happen on regular basis.

14. Adherence to compliance 100% for all TPP.

Salary                      :      INR 4,00,000 - 7,00,000 P.A.

Industry                   :      Insurance

Functional Area       :     Financial Services , Banking , Investments , Insurance

Role Category          :     Card Products

Role                          :    Product Manager-Cards


Keyskills   :

Finance Financial Planning Banking Products Financial Management Marketing Heading Branch Branch Management MIS Cross Selling Business Growth

Company Profile   :

M/s.Lakshmi Vilas Bank Ltd

Lakshmi Vilas Bank was founded in 1926 by a group of seven progressive businessmen of Karur under the leadership of Shri V.S.N. Ramalinga Chettiar.

The Bank has witnessed substantial improvement across all business parameters in the past six quarters.

 Mr. Parthasarathi Mukherjee, with over 33 years of experience in the banking industry, having extensive knowledge in the areas of International Trade & Finance , Integrated Treasury and Corporate Banking had taken charge as MD & CEO from 25-Jan-2016.

Currently, our operations are spread over a network of 463 branches (plus 7 extension counters) with PAN India presence, supervised by 11 Regional Offices.

 We have 25 "B" Category Branches.

 We have 926 ATMs and deployed POS machines at various merchant establishments.

Our extensive branch network (60%) in Tamil Nadu, one of the more progressive and industrialized states in the country, provides us a solid market base of business and customers

View Contact Details   :

Recruiter Name        :     Ragasia

Contact Company    :      MsLakshmi Vilas Bank Ltd

Address                    :      4/1 Sardar Patel road, GuindyChennai,Tamilnadu,India 600032

Email Address         :       chritinamaryragasia.louisdouray@lvbank.in

Telephone                 :       91-44-22205324

Reference Id             :        PFM001


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