Wealth Manager
3 weeks ago
Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper
implementation & execution of relationship management & investment advisory strategies. Ensure
proper sales spread between products. Aim to balance NTB (New to Bank customers) with
increase penetration of existing customers to deepen the wallet share.
Drive and deliver a radical improvement in customer service in the local market through dynamic
service leadership and the implementation of customer service strategy.
Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all
features & functions of products & assist in on boarding of customers. Ensure service levels are
constantly improving.
Meet Customer Migration targets.
Job Duties & Responsibilities
Manage customer’s issues on service or investment needs. Escalate if required. Probe and
identify requirements to provide appropriate solutions to customers.
Ensure complete knowledge on all products & services. Be the leader for resolving all queries &
complaints. Ensure full training & briefing on all product launches & upgrades.
Research complaints & compliments. Analyze & suggest innovations & ideas on product & service
improvement in addition to service level improvements.
Keep attuned to the current economic and financial markets so as to be current and proficient in
attending to customers’ queries.
Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives
of the team are met and there is team harmony and unity.
Working with the Branch Heads to achieve sales & service through in-branch business
development activities, and providing feedback to the team.
Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards,
security of premises, KYC and anti-money laundering measures.
Establish as a wealth management provider in India. Undertake frequent competitor
analysis so that product suite is in line with (or ahead of) competing banks. These updates to
be shared with seniors at regular intervals. Also suggest local promotional activities which will help
reinforce the brand.
Keep attuned to the current economic and financial markets so as to be current and proficient in
attending to customers’ queries.
Work hand in hand with other business units to ensure that objectives of the team are met and
there is team harmony and unity.
Facilitate the distribution of third party investment products to customers, after taking into
consideration the risk profile and investment objectives of the said customer. This will entail
constant interaction with the asset management companies &
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