Wealth Manager_ Delhi Ncr _ Bank - Delhi/ncr @ Konnect

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Wealth Manager_ Delhi Ncr _ Bank - Delhi/ncr

Konnect
4 - 9 years
Delhi, NCR
6 years ago
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Job Description

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 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.
Manage the key performance indicators at the highest level.
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Sales: - Achieve the Targets set in terms of product mix. - Achieve - best in class- productivity in order to maximize the efficacy of the sales process.
Achieve the budgeted cross sell targets. - Aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Key Skills -

Handling HNI/ UHNI Clients
Exp in Portfolio Management/ Wealth Management
Experience in Mutual Fund & Insurance

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization, Graduation Not Required
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: V- Konnect Associates
Address: 621 2nd Floor Udyog Vihar Phase 5 Gurgaon - 12201, GURGAON, Haryana - 122016,India
Location(s): Delhi, NCR

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Keyskills: Preferred RM hni Personal Banker banking advisor priority rm uhni portfolio management hni client handling Branch Relationship Manager wealth management mutual funds brm

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Your name (*)

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Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Konnect

One of the leading Bank.

Wealth Manager_ Delhi Ncr _ Bank - Delhi/ncr @ Konnect

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