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19/07 Jyoti Sharma
HR Consultant at SNG Talent Solutions Private Limited

Views:14 Applications:11 Rec. Actions:Recruiter Actions:3

Wealth Manager - Sales - Bank (3-19 yrs)

Metros/Mumbai/Delhi NCR Job Code: 335851

Responsibility :

- To cross sell wealth & liability products to the banks premium Asset clients

- 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.

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