Domestic Wealth Relationship Manager[Financial Services]
Location
Mumbai | India
Job description
#Revenue Generation:
- Acquire, retain, and deepen portfolio to maximize sales performance to achieve
revenue targets through, wealth management products, real estate products, asset-
related products (secured, unsecured) and any other products being offered by the
organization.
- Grow AUM and Sales revenue on a month-on-month basis.
- Support Managers in developing and implementing action plans to achieve business
objectives.
- Increase product per customer on a regular basis within current customer base.
- Organize and participate in all promotion activities organized at the organization.
# Operational Governance.
- Ensure all processes are followed to ensure that there are no operating losses/
Frauds.
- Accurate and timely processing of customer instructions
- Ensure adherence to KYC Norms.
- Maintain standards to comply with Company Audit.
# Customer Experience Management
- Ensure effective relationship management by monitoring the movement of the
customers and implement a customer retention program.
- Minimize rejections and customer complaints to create a wow experience.
- Hold periodic customer meets and branch promotions to generate more business.
- Customer query handling / complaint resolution.
- Specific initiatives taken to improve service and reduce bottlenecks and customer
complaint
- Customer visits as per laid down call frequency.
II: INDICATIVE KPIs
- %Achievement of Sales Acquisition & Revenue targets.
- % Achievement of Book Growth targets.
- % Achievements of Service Standards.
III: COMPETENCIES & SKILLS REQUIRED
A Relationship Manager is required to interact with customers for most part of his/her day
and so good communication and presentation skills are a prerequisite for the job. The job
also requires thorough financial and sector knowledge in order to provide sound and reliable
advice to clients. The major skills and competencies required are:
- Excellent communication Skills
- Understanding and interest in financial products and markets
- Ability to analyze information.
- Ability to explain complex information clearly and simply.
- Good sales, negotiation & influencing skills.
- Excellent Customer Relationship Management skills.
Salary Range: CTC 6,00,000- 8,00,000 PA + Additional benefits as per company's norms
(Medi-claim, Incentives, Travel Allowance, Phone Allowance etc)
Skills: relationship manager,wealth management,finance
Job tags
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