Senior HR - Talent Acquisition at V-Konnect Associates
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Sales Role - Wealth Management Team - Banking Sector (5-14 yrs)
- Team Management
- Lead RMs for portfolio growth by focus on existing relationships.
- Develop team knowledge and capability to cross sell products, develop wealth expertise, provide learning through joint calls, ensure positivity and team motivation.
- Ensure RM performance across Goal sheet targets are met across all bank products, including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets.
- Complete requirements for Investments AMFI, IRDA and YBL COC for RMs along with HCM and Compliance.
- Work with HCM to ensure recruitment of RMs
- Drive high service levels on the RM portfolio
Revenue Generation :
- Fulfill RMs goals and ensure targeted approach to specific client segments as per bank's focus areas.
- Ensure all sales activity is recorded as per the organizational process and all sales and service processes are adhered to by self and the team
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