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domestic wealth relationship manager
1 week ago
Mumbai
Experience Required: 03 yearsPlus
Joining Date:
Immediate or with in 1monthGender: Male OR femalecandidate
RevenueGeneration:
- Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and any other products being offered bytheorganization.2.Grow AUM and Sales revenue on a monthonmonthbasis.3. Support Managers in developing andimplementing action plans to achievebusinessobjectives.4.Increase product per customer on a regular basis within currentcustomer base.5. Organize and participate inall promotion activities organized at theorganization.# OperationalGovernance.1. Ensure all processes arefollowed to ensure that there are no operatinglosses/Frauds.2.Accurate and timely processing of customerinstructions3. Ensure adherence to KYCNorms.4. Maintain standards to comply withCompany Audit.# Customer ExperienceManagement
- Ensureeffective relationship management by monitoring the movement ofthecustomers and implement a customerretention program. 2. Minimize rejectionsand customer complaints to create a wowexperience.3. Hold periodic customer meetsand branch promotions to generate morebusiness.4. Customer query handling /complaint resolution.5. Specific initiativestaken to improve service and reduce bottlenecks andcustomercomplaint6.Customer visits as per laid down callfrequency.
II:
INDICATIVEKPIs1. %Achievement of Sales Acquisition& amp Revenue targets.2. %Achievement of Book Growth targets.3. %Achievements of Service Standards.
I
II:
COMPETENCIES & SKILLS REQUIREDARelationship Manager is required to interact with customers formost part of his/her dayand so goodcommunication and presentation skills are a prerequisite for thejob.
The major skillsand competencies required are:1. Excellentcommunication Skills2. Understanding andinterest in financial products and markets3.Ability to analyze information.4. Ability toexplain complex information clearly andsimply.5. Good sales negotiation &influencing skills.6. Excellent CustomerRelationship Management skills.
Salary Range:
CTCPA Additional benefits asper company&rsquo s norms(MediclaimIncentives Travel Allowance Phone Allowanceetc)
organization,sales,salesnegotiation,financial knowledge,wealth management,revenue,financialproducts,kyc norms,communication skills,customer queryhandling,customer,relationship management,sectorknowledge,influencing skills,management,customerretention,presentation skills,customer experiencemanagement,audit
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