Senior Wealth Relationship Manager

Quotient Consultancy
  • Mumbai
  • 10-20 lakh
  • 8-13 years
  • Views
  • 06 Jun 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Initiating contact with potential customers for developing leads, sales & cross selling banking products Planning business and analysis for assessment of revenue potential in business opportunities Executing competitor analysis by keeping abreast of market trends & achieving market share metrics Handling product presentations & promotional activities for market development & brand visibility Managing the sales of Portfolio Management Services, Real Estate Funds, Mutual Funds, Structured Products, Broking Accounts, Insurance-Life & General and HNI Portfolio Analysis and Planning Conducting various activities & events in corporate & in residential societies to increase business volume like pamphlet distribution, canopies, reference calling & Investor Meets Meeting customers on a regular basis and updating them in CRM in detailed interaction, profiling and updating leads as per their requirement Maintaining KYC adherence and selling products according to product suitability matrix Handling complaints and resolving it according to TAT as well as meeting with clients on a regular basis, once in a month, doing profiling, understanding their business need, solving services related requirement and cross-selling them banks product Interfacing with clients for suggesting most viable products according to their need and their risk appetite and cultivating relations with them for securing repeat business Managing the acquisition and retention of HNI clients as well as maintaining Customer Loyalty and increasing references.


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy