Wealth Manager - BFSI

KEY RESPONSIBILITY:

- 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.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- 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.

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

- Manage the customer transition with utmost sensitivity.

Aakriti Khosla