HR Recriuter at AV Global Advisory Services
Views:4 Applications:5 Rec. Actions:Recruiter Actions:0
Wealth Relationship Manager - Sales - Bank (6-10 yrs)
Roles and Responsibilities:
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer service orientation and application of bank policy.
- Cross sells bank products to existing set of Branch customers which are mapped
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
