Private Wealth Manager - Banking

Detailed Responsibilities :

- Acquiring , growing and deepening UHNI customer relationships through effective relationship management.

- Focusing on the analysis and satisfacttion of HNI/ UHNI clients finacial banking , investment and business needs and objectives.

- 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.

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

- Manage the key performance indicators at the highest level.

- 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.

Benifits:

- No branch banking hussle

- Direct report to Area Manager

- 4X performance based quarterly incentive with other benefits

- Flexible working hours