Upgrade to Pro Member
Team Leader at V-Konnect
Views:5488 Applications:183 Rec. Actions:Recruiter Actions:18
Wealth Management - Bank (2-20 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
