Individually acquire and nurture relationships of the bank through wealth products.(Good
knowledge on banking products , LI , GI, MF, Gold )
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.
Achieve the Targets set in terms of product mix.
Achieve best in class productivity in order to maximize the efficacy of the sales
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