Senior Wealth Relationship Manager

Quotient Consultancy
  • Chennai
  • Confidential
  • 5-10 years
  • Views
  • 01 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Eligbility Criteria: Must be on a Senior Grade (Retail banking liabilities) from any banks / NBFCs. Age limit : Max 39 yrs Should be handling a current portfolio of 60-80 crs as no book would be handed over. Candidates from other regions apart from Chennai can apply too, only if they have a portfolio base in Chennai or have worked in Chennai earlier. Key Accountabilities - Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. - Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. - Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving. - Meet Customer Migration targets.

Job Posted By

Amogha .

About Organisation

Quotient Consultancy