Wealth Management Role - Private Banking

- Generate new business to achieve defined sales targets

- The incumbent is responsible to ensure the team of relationship mangers meet their goal sheet targets as assigned

- 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 wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

- Achieve the Targets set in terms of product mix

- Achieve the budgeted cross sell targets.

- 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