Affluent Wealth Manager - BFSI

Job Description:

Affluent Wealth Manager (Senior Manager/AVP)

About ANTAL:

Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.

We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner companies and help them find exceptional talents who can add value to the organization.

About Client:

Our client is an established leading Bank which commenced operations in 1994, caters to the needs of both consumer and corporate customers. Its technology platform supports multi-channel delivery capabilities. As on March 31, 2022, Bank has 2,265 Branches / Banking Outlet and 2,767 ATMs spread across 776 geographical locations of the country. The Bank also has representative offices in London, Dubai and Abu Dhabi. Bank was included in the NIFTY 50 benchmark index on April 1, 2013. Their headquarter is in Mumbai, Maharashtra. Bank headcount is 10000+.

Designation: Wealth Manager (Senior Manager)

Location: Delhi (DLF Capitol Point, Baba Kharak Singh Road)

Educational Qualification: Any Graduate (Preferably with MBA)

Experience: 8-15 Years

Job Description:

- 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.

- Ensure ongoing self-development.

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

Sales:

- Achieve the Targets set in terms of product mix.

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

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- 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.

Desired Skills and Expertise:

- Strong team player the ability to work on own initiative.

- Excellent communication skills, client focus and negotiation skills.

- Good at presentation skills.

- Sound knowledge of client relationship management system and wealth products & services.