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MIS Executive at WTG Consultants
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Senior Associate/Relationship Manager - Wealth Acquisition - BFSI (6-10 yrs)
- 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.
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