Wealth Manager - BFSI/NBFC/Insurance

Job Description

 - Customer Acquisition o Identification & acquisition of Senior & Top Management potential in all relationships mapped to the respective CSRL

- Engagement Matrix

- Client Profiling

- Manage Assigned Book

- Incremental Business Across Products

- Portfolio Book Quality

- Showcase & Cross-sell of Banking Products 

- Increase Share of wallet

- Sales Record Update

Salary offered: 10 - 13 LPA

Aakriti
Sr.HR Executive
7838705984