Recruiter at V-Konnect Associates
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Senior Wealth Relationship Manager - UHNI/HNI (5-17 yrs)
Job Description :
- Profile involving acquiring, growing and deepening Affluent/HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers- Banking, investment as well as Business needs and objectives.
- Provide the face of the Bank to the high net worth customers of the Bank.
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues across all banking and investment solutions.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- 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.
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.
Interested candidate can share there resume at below mentioned details :
Neha Garg
Mobile: 91-9897455333
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