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Mamta

Team Lead - Talent Scount at Intileo Technologies

Last Login: 28 March 2024

Job Views:  
234
Applications:  69
Recruiter Actions:  16

Job Code

1346841

Senior Wealth Manager - Private Banking

5 - 17 Years.Delhi NCR/Delhi/Noida/Gurgaon/Gurugram/Faridabad
Posted 5 months ago
Posted 5 months ago

- Relationship management of the elite customer segment of the Bank

- Generate new business to achieve defined sales targets through meeting with customers

- Build and deepen relationships with existing Ultra HNI Customers to achieve increase in 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 key performance indicators at the highest level

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

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Posted By

user_img

Mamta

Team Lead - Talent Scount at Intileo Technologies

Last Login: 28 March 2024

Job Views:  
234
Applications:  69
Recruiter Actions:  16

Job Code

1346841

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