Talent Acquisition Specialist at Head Counts Placement
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Senior Wealth Manager - Sales - Bank (7-20 yrs)
Senior Wealth Manager - Sales - Bank_CTC up to 20 LPA
We are hiring for senior wealth position in one of the reputed bank.
Location : Lucknow, Kanpur, Chandigarh, Jalandhar, Ludhiana
Job Description :
Detailed Responsibilities :
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve 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 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 customer base in accordance with the Group approved Relationship Matrix.
Integration Management :
- Manage the customer transition with 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.
Required Candidate profile :
- Prior Experience into Banking - Wealth segment
- Maximum Age- 38 years
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