Senior Relationship Manager - Wealth Management - Banking

Job Position : Sr. Wealth RM

Client : One of the leading Banks

Exp Required : Min. 3 year as RM( NBFC Exp is mandatory).

Location : Delhi NCR

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.

- 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.

Sales

- Achieve the Targets set in terms of product mix.

- Achieve best in class productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

If interested, kindly apply with with your updated CV  or contact at "9996644097" along with the following details :

Current CTC :
Expected Hike :
Best time to call :
Contact Number :

Mamta Rani
V-Konnect Associates

Phone: 9996644097