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Sr Wealth Relationship Managers - AVP - VP-Grade

8.00 to 13.00 Years   Pune   08 Feb, 2024
JOBS NAVIGATOR
Job LocationPune
EducationNot Mentioned
SalaryRs 8 - 18 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,We are hiring for leading Bank - for Sr Wealth Relationship managersLocation - DELHI / CHANDIGARH/LUDHIANA/JALANDHAR/JALANDHAR/KOLKATA/BANGALORE/HYDERABAD/CHENNAI/PUNE/SURAT/VADODRA/ OTHER METRO CITIESBanking and NBFCs Candidate can apply with knowledge Sales and Acquisitions.CTC - best in industryBelow is the job description for same: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.Interested Candidates please share profiles on hidden_emailThanksFarheenSR HR -Talent Acquisition Teamhidden_mobile

Keyskills :
wealth managementhigh net worth individuals

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