Senior Wealth Relationship Manager

Quotient Consultancy
  • Mumbai
  • Confidential
  • 4-9 years
  • Views
  • 01 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Grade : Manager/Senior Manager Max Age : 38 years Pre-requisite : - Prior expereince of minimum 4 years in banking products like Mutual Funds, Insurance, Dmat, PMS, etc is mandatory - Only local Mumbai candidates; Relocation cases will not be considered. - Candidate should be currently working. - Need to possess good in Presentation and Communication Job Description : - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. - Sources new bank customers through external individual efforts and acquisition channel. - Cross sells bank products to existing set of Branch customers which are mapped. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfaction


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy