Wealth Manager - BFSI (6-10 yrs)
This person is responsible for customized HNI solutions and also help in providing employee/employer solutions to channel partner associates
Deliverables (Maximum 5-6 key responsibilities)
- Responsible for managing a key relationship with HNI clients of a very reputed and demanding Channel partner
- Responsible to establish productive, professional relationship with key personnel of assigned business vertical
- Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals.
- Responsible to drive business generation initiatives to achieve monthly, quarterly & yearly business targets.
- Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority.
- Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale.
Major Challenges :
- Managing Expectations of an HNI Client
- SPAN of operations
- Coordination and business effectiveness
- Inter departmental coordination for employee/employer solutions
Decision level
Prime: Final Decision Making authority, accountable to the Management
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
