Wealth Management - Bank

Job Descriptions :-

Portfolio growth by focus on existing relationships.

- Develop team knowledge and capability to cross sell products, develop wealth expertise,

- Provide learning through joint calls, ensure positivity and team motivation.

- Ensure RM performance across Goal sheet targets are met across all bank products, including

- New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets.

- Complete requirements for Investments AMFI, IRDA for RMs along with HRs.

- Drive high service levels on the RM portfolio, Revenue Generation.

- Ensure all sales activity is recorded as per the organizational process and all sales and service

- Ensure that processes are adhered to by self and the team