Client Acquisition Manager at Dream Jobs Staffing Solution Pvt. Ltd.
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Area Head - Wealth Management - BFSI (9-16 yrs)
- Manage and acquire a book and also mentor a team of - Wealth- Relationship Managers.
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues across all banking and investment solutions.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Ensure ongoing self-development for the team.
- 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
- 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.
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