RM / Sr RM (wealth) - Banks / Broking

Quotient Consultancy
  • Mumbai
  • 10-15 lakh
  • 2-7 years
  • Views
  • 18 Aug 2016

  • Customer Service

  • Banking - Retail
Job Description

: * 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 satisfaction and retention.
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.

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Quotient Consultancy