Senior Wealth RM

Quotient Consultancy
  • Mumbai
  • 10-15 lakh
  • 4-8 years
  • Views
  • 18 Aug 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Ideal Candidate:
-Must be currently in a Relationship Management/Wealth management/Portfolio Management role with any Bank/NBFC.
-Must have excellent communication skills.
-Education: Preferably am MBA or Post Graduate/Professional Degree
-Minimum 4 years of work experience in Retail Branch Banking
Knowledge of the WealthProducts and Financial Markets


Revenue Generation
-Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits), wealth management products and asset related products (secured, unsecured)
-Grow AUM and Sales revenue on a month on month basis
-Support Branch Managers in developing and implementing action plans to achieve business objectives
-Increase product per customer on a regular basis within current customer base
-Organize and participate in all promotion activities organized at the branch

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Quotient Consultancy