MIS & Data Analyst at WTG Consultants
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Relationship Manager - Wealth - Bank (4-10 yrs)
Relationship Manager - Wealth - MNC Bank
- 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 on boarding of customers. Ensure service levels are constantly improving.
- Meet Customer Migration targets.
- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.
- Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
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