Primesource Consulting Llp
Location
Chennai | India
Job description
Hi All
Greetings from PrimeSource
Hope you are doing well!
We are Looking for Wealth Manager in Chennai, Arumbakkam Location.
Please find the Job description for your reference Wealth Manager
Job description
To assist BM in meeting the MEL & other cross sell business targets for the said branch.He should adhere the policies and procedures to ensure that KGFS at branch level has the necessary Operations capability to realise its business plans. Ensure KGFS at branch level possesses the operating systems necessary to function effectively and ensure compliance to all processes as laid down.
KEY ACCOUNTABILITIES:
Product Implementation:
Roll out MEL and allied products/ play an active role in pilot testing of the new products and processes and provide feedback to BM
Customer Focus:
Regularly undertake field visits to understand customer needs to enhance customer service
Networking:
Establish and maintain professional relationship with opinion leaders, transaction points and local retailers in the service area for smooth functioning of branch
Organisational Values and Mission .
Inculcates KGFS values and Mission to the team and makes sure that the culture is instilled for all direct reports.
Communicates KGFS mission and values to all customers to facilitate mission accomplishment.
QUALIFICATIONS, EXPERIENCE, & SKILLS:
Job tags
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