Looking out for candidates having experience in pure wealth management role.
This role is for Credit Card customers
Seasoned RM with wealth background, banking background, CASA book, Investments background
Achieve the Targets set in terms of product mix (Across Bouquet of Bank's products).
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.