Wealth Relationship Manager & SR.Wealth Relationship Manager

Quotient Consultancy
  • Chennai, Mumbai
  • Confidential
  • 4-9 years
  • 26 Jun 2015

  • Sales/ Business Development/ Account Management

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

P.S : Candidates must be having 3+yrs exp in wealth / retail sales with any banks / NBFCs / AMCs.


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.

Competencies/Skill sets for this job

Retail Sales Sales Cross Selling

Job Posted By

About Organisation

Quotient Consultancy