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05/06 Neha Pandey
Talent Acquisition Specialist at Head Counts Placement

Views:102 Applications:78 Rec. Actions:Recruiter Actions:7

Senior Relationship Manager - Wealth Management - Bank (6-15 yrs)

Bangalore/Chennai/Delhi NCR Job Code: 161637

We are hiring for the Senior RM role for one of the leading bank

Location : Chennai,Bangalore,Delhi NCR

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 wallet share and satisfaction leading to client retention and growth.

- 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 & psycho graphics and assets in the Bank and in other places.

Sales :

- Achieve the Targets set in terms of product mix.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management :

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

For more queries contact at 9818396533

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