Wealth Manager for Bank
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
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