Senior Business Growth Manager
3 days ago
Business Growth Strategist Job Summary:
We are seeking a seasoned Business Growth Strategist to enhance business development as per set objectives and ensure quality service to customers through wealth management techniques.
Key Responsibilities:
- Meet or exceed targets by achieving results over target.
- Ensure banking targets are met, focusing on defined income objectives.
- Implement base penetration with all relevant products.
- Maintain minimum objectives of 1 million per customer from self-base for Relationship Manager (RM) and self & team level for Senior RM.
- Achieve minimum % growth in Assets Under Management (AUM) for self-base for RM and self & team level for Senior RM.
- Meet client sign-on objectives as defined by RH/BH, including new-to-bank clients.
- Focus on converting existing bank clients by offering Private Banking Group services to eligible managed clients.
- Ensure Quality of Customer Interactions is updated in the CRM system as per desk requirements.
- Adhere to Desk policy of Client Contact Management and Personal Meetings, updating CRM within prescribed timelines.
- Benchmark minimum levels of delivery on products around customer needs.
- Cultivate strong knowledge in equity and related areas.
- Create measures of excellence, setting clear achievable goals aligned with broader objectives of the desk and monitoring plans against current progress.
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