Wealth Manager - Sales - Bank (0-5 yrs)
Position :
RM Wealth
Job Responsibilities :
- Monitor and address HNI clients' banking and investment needs
- Use financial acumen and investment expertise to review a client's personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals
- Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness
- Achievement of productwise target
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Ensuring client contactability at all times and updatation of contacts in all necessary systems
- Regular contact with all mapped clients through weekly/monthly calls
- Resolution of queries of all mapped clients within TAT specified
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Reaching out to all mapped clients on regular basis and cross selling as many products as possible.
Key Skills :
- Ability to manage relationships to improve relationship value of existing customers
- Ability to build and maintain long term relationships deepening relationship and growing revenues
- Ability to provide seamless and superior service delivery
- Ability to ensure compliance with key regulatory and bank level requirements.
Qualification Required :
MBA ( Finance/ Marketing)
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