Senior Wealth Manager - Bank

We are looking for Senior Wealth Manager for one of the leading Bank for Delhi NCR.

Experience- Minimum 2 Year (Into Wealth Management)

CTC- As per company

Job Description-

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve an increase in the share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

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

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales :

- 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.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.