Recruitment Consultant at Avologi Infotech pvt ltd
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Branch Relationship Manager - Wealth Management - Bank (7-10 yrs)
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, updating oneself about the markets & current affairs which drives the financial Industry.
- 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.
1 . Achieve the target set in terms of product mix
2. Achieve the budgeted cross sell targets
3. Aggressive sales call plans to acquire large prospective customers through refferels
4. 5- 7 yrs in wealth advisory
5. Graduate / post graduate / AMFI Mandatory
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