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Senior Executive at Vkonnect
Views:1052 Applications:42 Rec. Actions:Recruiter Actions:9
Wealth Manager - BFSI (5-12 yrs)
KEY RESPONSIBILITY:
- Generate new business to achieve defined sales targets
- 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 satisfaction and retention.
- 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 best in class productivity in order to maximize the efficacy of the sales process.
- Manage the customer transition with utmost sensitivity.
Aakriti Khosla
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