Devesh Y.
Relationship Manager @State Bank of India
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WORK HISTORY
Relationship Manager @State Bank of India
Lucknow, IN
Wealth Management.Key Responsibility Area-Acquire HNI and Affluent Clients Deepen Relationships: Manage the Clients of the branch who are defined as Affluent/HNI Clients Grow the CASA of this portfolio Selling mortgages, credit cards and drive channel migration Acquire more Clients from the same household Service these Clients. Increase product per customers (PPC) with reference to Wealth products as well as Bank products. Wealth Management: Do a Financial Needs Analysis and Risk Profiling for the Clients in the portfolio. Periodic Portfolio reviews for all Clients Selling investments, life insurance, general insurance and SIP. Ensure all Clients have a CASA for routing their investments. Compliance: Ensure AMFI, IRDA and NISM certification Ensure all Client instructions are executed the same day Ensure 100% documentation of all transactions. Branch Development Conduct branch Insurance & Investment seminars to spread financial awareness Any other matter, as may be entrusted by the Bank from time to time
EDUCATION
Chhatrapati Shahu Ji Maharaj University (CSJMU), Kanpur
Master of Business Administration - MBA, Marketing
ABOUT DEVESH Y.
5 Years+ Work Experience in Retail Banking & Wealth Management. Currently…
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