Sr Wealth Relationship Manager

6 hours ago

Mumbai, Maharashtra, India Leading Private Bank Full time

We are hiring For Sr Wealth Relationship Manager leading Private Bank

Location - Mumbai

Detailed Job Responsibilities

  • 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.

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.

Integration Management

  • Manage the customer transition with utmost sensitivity.
  • Awareness of all the policies and procedures issued in relation to money laundering prevention.
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.

Desired Candidate Profile

- Total Experience should be 5+ Years

- 4-5 years into Wealth Relationship Manager / Private Banking, preferably comes with his own book that he would have built over the years.

- Excellent communication skills

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