Mintskill
Location
Pune | India
Job description
Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-. Candidates only from any AMC, Securities, Life Insurance, Banking, etc are suitable. Job Description: - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve an increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. - Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of the 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 the Bank and in other places. - Sales 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 the customer base in accordance with the group-approved Relationship Matrix. - Integration Management Manage the customer transition with the 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. Requirements : Graduate with Experience in Retail Branch Banking as a Relationship Manager for HNI / Business Banking having a portfolio of clients mapped. (ref:updazz.com)
Job tags
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