Consultant at WTG Consultants
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Relationship Manager - Private Banking (6-15 yrs)
Relationship Manager - Private Banking Group
- Accountable for achieving monthly & annual sales targets, as agreed.
- Ensure proper implementation & execution of relationship management & investment advisory strategies.
- Ensure proper sales spread between products.
- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
- Ensure highest levels of customer satisfaction.
- Interact with new customers to detail & explain all features & functions of products & assist in onboarding of customers.
- Ensure service levels are constantly improving.
- Meet Customer Migration targets.
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