Consultant at Wenger & Watson
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Relationship Manager - Sales - Bank (5-13 yrs)
We are hiring for the Relationship Manager role for a Leading Bank.
Location:- Delhi/Mumbai/Pune
Experience:- 4+ yrs
Roles & Responsibilities :
- Wealth Management experience preferred, Insurance experience, retail relationship management profile.
- Ensure banking targets are met with of focus on defined income objectives.
- Customer level profitability:- Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM
- Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM.
- Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients.
- Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement
- Strong level of knowledge in equity and related areas.
Certifications :
- AMFI Certification / NCFM Certification (Optional) / CAIIB / IRDA.
If Interested to explore this opportunity, kindly share your resume on this email id
Simran
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