Wealth Manager/ Senior Wealth Manager Leading Bank (MUMBAI)

Hiring for Leading BANK

8 - 13 Years

Job Description



Interested please call MAHEK 022 40697707 and drop CV atquotientconsultancy@gmail.com

Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers'
financial as well as investment needs and objectives. Provide the face of theBankto the highest net worth customers of theBank.
Detailed Responsibilities:
Generate new business to achieve defined sales targets
Build and deepen relationships with existingWealthCustomers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Ensure ongoing self-development.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Manage the key performance indicators at the highest level.
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in theBankand in other places.
Achieve the Targets set in terms of product mix.
Achieve "best in class" productivity in order to maximize the efficacy of the sales process.
Achieve the budgeted cross sell targets.
Aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
Integration Management
Manage the customer transition with utmost sensitivity.
Awareness of all the policies and procedures issued in relation to money laundering prevention.
Ensure compliance with these policies and procedures on an ongoing basis.
Any suspicious transaction must immediately be reported to the supervising officer.
MAHEK 022 40697707/ 9137263337

MAHEK 022 40697707/ 9137263337

Salary: INR 10,00,000 - 20,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

View Contact Details+

Recruiter Name:Mahek

Contact Company:Quotient Consultancy


Email :quotientconsultancy@gmail.com

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