Partner/ Sr Partner Wealth/ Broking/ Securities

Quotient Consultancy
  • Mumbai
  • 10-20 lakh
  • 5-10 years
  • 118 Views
  • 10 Jul 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
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


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Quotient Consultancy