Posted By

user_img

Mamta

Team Lead - Talent Scount at Intileo Technologies

Last Login: 28 March 2024

Job Views:  
98
Applications:  25
Recruiter Actions:  5

Job Code

1302992

Senior Wealth Manager - Bank

4 - 10 Years.Mumbai/Navi Mumbai
Posted 9 months ago
Posted 9 months ago

- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells existing bank products to customers.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer satisfaction

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Mamta

Team Lead - Talent Scount at Intileo Technologies

Last Login: 28 March 2024

Job Views:  
98
Applications:  25
Recruiter Actions:  5

Job Code

1302992

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow