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Unit Head

Career Consultant

Description: - Primary Responsibility: - Dealing with HNI and Ultra HNI - To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services. - To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management. Key Accountabilities: - 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 customers 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. - Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity. - Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. - Ensure compliance with operations risk and rigour requirements e. - Health & Safety standards, security of premises, KYC and anti-money laundering measures. - Establish Bank as a wealth management provider in India. - Undertake frequent competitor analysis so that Bank's product suite is in line with (or ahead of) competing banks. - These updates to be shared with seniors at regular intervals. - Also suggest local promotional activities which will help reinforce the brand. - Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. - Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. - Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. - This will entail constant interaction with the asset management companies & customers

Ludhiana

Punjab

Senior Wealth Manager - Bank 

Job Description for Senior Wealth Manager - Bank  in Waytogo Consultants in  Ludhiana Punjab for (4-5) years of experience. Apply Now!