Posted By
Ankit Tewari
Talent Acquisition Specialist at Waytogo Consultants Pvt Ltd
Last Login: 14 December 2022
Posted in
Banking & Finance
Job Code
1187513
Affluent Relationship Manager - Wealth - Banking Sector
- Profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management.
- Focusing on the analysis and satisfaction of HNI Customers- financial as well as investment needs and objectives.
- Provide the face of the Bank to the highest net-worth customers of the Bank.
- Cross-sell Asset, Trade and Forex products basis on customer needs
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve an increase in the share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of the book.
- Manage the key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve an increase in the share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of the book.
- Manage the key performance indicators at the highest level.
Didn’t find the job appropriate? Report this Job
Posted By
Ankit Tewari
Talent Acquisition Specialist at Waytogo Consultants Pvt Ltd
Last Login: 14 December 2022
Posted in
Banking & Finance
Job Code
1187513