Founder & MD at AV Global Advisory Services
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Head - Retail Wealth Management - Banking (10-15 yrs)
Responsibilities :
- To handle a team Relationship Manager
- Enhancing engagement of High Net Worth customers through joint call
- Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets
- Ensuring the Income Product Holding (IPH) of the Relationship manager Portfolio and initiating thrust on Cross sell
- Monitoring quality sales and processes in the Relationship Managers portfolio
- Recruitment and training of Relationship Manager Team
- To ensure maintenance of updated Relationship File
- Achievement of Relationship Manager targets
- Business Performance
- Portfolio Management
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