Co-founder at Coeus Consultants
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AVP - Sales - Wealth Management - Bank (5-15 yrs)
- Must be from an investment background
- Developing and Managing team.
- Make strategic planning to grow Business for the all B2C & B2B Branches.
- Advising clients on profitable Investment opportunities for Equity, Commodity and currency products
- Keeping in touch with customers through personal visits, telephone calls and correspondence.
- Creating cross sell and up sell opportunities.
- Identifying, acquiring, developing and maintaining customer relationships.
- Delivering excellent customer support.
- Planning projects and activities systematically in line with business priorities.
- Maintaining up to date knowledge of competitor activity, products and services.
- Attending and contributing at sales meetings.
- Measuring customer satisfaction levels.
- Answering product related questions from customers.
- Taking on complex customer issues and resolving them.
Core Responsibilities :
- Managing team and its activities
- Responsible for developing and increasing overall market share across all the segment
- Identifying prospective and generating business from the existing & new clients thereby achieving business targets
- Individual HNI clients sales target
- Make strategic planning to grow business & managing relationships with HNI clients & retail clients
- Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities
- Planning projects and activities systematically in line with business priorities.
- Attending and contributing at sales meetings
- Measuring customer satisfaction levels
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
