Key Account Manager-Wealth Growth Specialist

2 days ago

Delhi, Delhi, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 1,50,00,000
Key Account Manager - Wealth Growth Specialist

Job Description:

We are seeking a highly skilled Key Account Manager to join our team. As a Key Account Manager, you will be responsible for generating new business opportunities and cross-selling wealth products to our premium asset clients.

Detailed Responsibilities:

  • To work in synergy with cross-functional teams to generate wallet share across wealth & liability products.
  • To cross-sell wealth & liability products to the bank's premium asset clients.
  • Generate new business to achieve defined sales targets.
  • Build and deepen relationships with existing wealth customers to achieve an 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 key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of profile, demographics & psychographics and assets in the Bank and in other places.
  • 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 the customer base in accordance with the Group-approved Relationship Matrix.
  • Manage customer transition with utmost sensitivity.
  • Awareness of all 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.

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