Consultant at WoWSoftechPvt. Ltd
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Manager - Client Acquisition (5-15 yrs)
1) Calling / sifting through databases
2)Generating leads with relevant contacts and background information
3) Calling / emailing and fixing meetings
4) Regular follow up with RMs on progress made on leads given
5) Maintaining MIS on overall acquisition and lead generation activities
6) Any other tasks related to acquisition/ lead generation
Responding to all client needs in a timely and professional manner
- Providing appropriate investment advice in line with the Bank's policy and asset allocation
- Active monitoring of client investment portfolios and collateral situations
- Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients- preference
- Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
- Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)
- Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends
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