Relationship Manager - Investments/ Wealth/ MF/ Insurance (Bank)

Quotient Consultancy
  • Mumbai
  • Confidential
  • 5-10 years
  • 75 Views
  • 03 Apr 2015
dfdf

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets, Banking - Retail
Job Description

LOOKING OUT FROM CANDIDATES HAVE GOOD EXPERIENCE IN WEALTH

MUST:

Good Personality is a must
Person should have good communication skills
Good experience in Wealth management

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
* 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
* Person should have good communication skills
* Good experience in Wealth management


Job Posted By

About Organisation

Quotient Consultancy