Wealth Manager/ Sr. Wealth Manager - Leading Bank

Quotient Consultancy
  • Mumbai, Pune
  • Confidential
  • 3-8 years
  • 188 Views
  • 07 Sep 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

ROLES & RESPONSIBILITIES ;

Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
Increase liabilities size of relationship via balances in accounts of existing customers
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-referencing.


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Quotient Consultancy