07/08 Mamta Rani
HR Executive at V-Konnect

Views:504 Applications:155 Rec. Actions:Recruiter Actions:51

Wealth Management Role - Private Banking (4-12 yrs)

Delhi/Delhi NCR/Faridabad/Gurgaon/Gurugram/Noida Job Code: 838983

- Generate new business to achieve defined sales targets

- The incumbent is responsible to ensure the team of relationship mangers meet their goal sheet targets as assigned

- Build and deepen relationships with existing Wealth 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.

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


- Achieve the Targets set in terms of product mix

- Achieve the budgeted cross sell targets.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

- Integration Management

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

If interested, kindly apply with with your updated CV or contact at "9996644097" along with the following details :

Current CTC :
Expected Hike :
Best time to call :
Contact Number :

Mamta Rani
V-Konnect Associates
Phone: 9996644097

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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