Business Development Manager- Wealth/Securities

Quotient Consultancy
  • Mumbai, Navi Mumbai
  • 10-15 lakh
  • 3-8 years
  • Views
  • 02 Feb 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch.

- Acquisition & Servicing of High Net Worth customers.

Competencies/Skill sets for this job

Cross Selling Financial Planning Sales Targets

Job Posted By

Amogha .

About Organisation

Quotient Consultancy