Posted By

Munmun Roy

MIS Executive at WTG Consultants

Last Login: 20 November 2024

Job Views:  
100
Applications:  17
Recruiter Actions:  0

Job Code

1263731

Senior Associate/Relationship Manager - Wealth Acquisition - BFSI

6 - 10 Years.Tamil Nadu/Others
Posted 1 year ago
Posted 1 year ago

- Accountable for achieving monthly & annual sales targets, as agreed.

- Ensure proper implementation & execution of relationship management & investment advisory strategies.

- Ensure proper sales spread between products.

- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

- Ensure highest levels of customer satisfaction. Interact with new customers to detail explain all features functions of products assist in on boarding of customers.

- Ensure service levels are constantly improving.

- Meet Customer Migration targets.

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Posted By

Munmun Roy

MIS Executive at WTG Consultants

Last Login: 20 November 2024

Job Views:  
100
Applications:  17
Recruiter Actions:  0

Job Code

1263731

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