HR at Hector & Streak
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Wealth Manager/Senior Wealth Manager - Sales - Personal Banking (5-12 yrs)
Wealth Manager / Sr. Wealth Manager Pioneer Personal Banking
- To work in synergy with the BBG / SBB RMs/ RHs/ ZHs to generate wallet share across Wealth & Liability products of the existing Clients / Authorized Signatory of Entities having Business Banking exposure with our Bank.
- To cross sell wealth & liability products to the banks premium Asset clients
- 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 & psychographics and assets in the Bank and in other places.
- Onboard his / her own Book from his / her Previous Organization to kick start his / her business
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