Senior Wealth Manager - Bank

Opportunity for Sr. Wealth Manager with a leading private sector bank!

Location: Mumbai

Revenue Generation:

1. Develops new and expands existing High Net worth Customer relationships for liabilities

2. Grow AUM and Sales revenue on a month on month basis

3. Action Support Branch Managers in developing and implementing plans to achieve business objectives

4. Increase product penetration in customer on a regular basis within the customer base.

5. Minimize account opening rejections.

6. Ensure all processes are followed to ensure that there are operating losses/ Frauds.

7. Accurate and timely processing of customer instructions, Ensure adherence to KYC Norms

8. Maintain standards to comply with Group Audit, Operational Assurance, BM, AD, TL in Spot Checks.

Customer Experience Management

- Minimize rejections and customer complaints to create a WOW experience.

- Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.

- Customer query handling/complaint resolution, Specific initiatives were taken to improve service and reduce bottlenecks and customer complaint.