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Sweta Mishra

Senior Consultant at Way to go consultants pvt.Ltd.

Last Login: 24 May 2024

Job Views:  
121
Applications:  35
Recruiter Actions:  3

Job Code

1394931

Team Lead/AVP - Wealth Manager

10 - 15 Years.Kolkata
Posted 2 months ago
Posted 2 months ago

- Manage customer's 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.g. 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 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.

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Posted By

user_img

Sweta Mishra

Senior Consultant at Way to go consultants pvt.Ltd.

Last Login: 24 May 2024

Job Views:  
121
Applications:  35
Recruiter Actions:  3

Job Code

1394931

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