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Lalita Mehta

HR Executive at V-Konnect Associates

Last Login: 01 December 2017

25122

JOB VIEWS

180

APPLICATIONS

42

RECRUITER ACTIONS

Job Code

465234

AVP - Team Handling - Wealth Management - Bank

7 - 10 Years.Delhi NCR/Others
Posted 6 years ago
Posted 6 years ago

We are Hiring one of the leading Bank

You will be responsible for managing a team of 5 to 10 of wealth who manage portfolios of high net-worth individuals

Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade Forex and Assets

Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships

Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.

Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business

Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio

Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration

Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers.

Salary range: 13 - 15 LPA

Lalita
0124-4346317

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Posted By

user_img

Lalita Mehta

HR Executive at V-Konnect Associates

Last Login: 01 December 2017

25122

JOB VIEWS

180

APPLICATIONS

42

RECRUITER ACTIONS

Job Code

465234

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