Senior Manager- Wealth

Quotient Consultancy
  • Mumbai, Navi Mumbai
  • 10-17 lakh
  • 4-9 years
  • Views
  • 03 Mar 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
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 satisfaction and retention.
* 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 other places.
* Person should have good communication skills
* Good experience in Wealth management


Competencies/Skill sets for this job

Portfolio Wealth Management Customer Satisfaction

Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy