Domestic Wealth Relationship Manager

7 days ago

Mumbai, Maharashtra, India Zigsaw Full time ₹ 8,00,000 - ₹ 24,00,000 per year
Job Description Open Positions - 01 Location: Mumbai Experience Required: 03 years Plus Joining Date: Immediate or with in 1 month Gender: **** OR **** candidate
Revenue Generation:
1. Acquire retain and deepen portfolio to maximize sales performance to achieve revenue targets through wealth management products real estate products asset- related products (secured unsecured) and any other products being offered by the organization. 2. Grow AUM and Sales revenue on a month-on-month basis. 3. Support Managers in developing and implementing action plans to achieve business objectives. 4. Increase product per customer on a regular basis within current customer base. 5. Organize and participate in all promotion activities organized at the organization. # Operational Governance. 1. Ensure all processes are followed to ensure that there are no operating losses/ Frauds. 2. Accurate and timely processing of customer instructions 3. Ensure adherence to KYC Norms. 4. Maintain standards to comply with Company Audit. # Customer Experience Management 
1. Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.  2. Minimize rejections and customer complaints to create a wow experience. 3. Hold periodic customer meets and branch promotions to generate more business. 4. Customer query handling / complaint resolution. 5. Specific initiatives taken to improve service and reduce bottlenecks and customer complaint 6. Customer visits as per laid down call frequency. II: INDICATIVE KPIs 1. %Achievement of Sales Acquisition & amp Revenue targets. 2. % Achievement of Book Growth targets. 3. % Achievements of Service Standards. III: COMPETENCIES & SKILLS REQUIRED A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are: 1. Excellent communication Skills 2. Understanding and interest in financial products and markets 3. Ability to analyze information. 4. Ability to explain complex information clearly and simply. 5. Good sales negotiation & influencing skills. 6. Excellent Customer Relationship Management skills.   Salary Range: CTC PA + Additional benefits as per company&rsquo s norms (Medi-claim Incentives Travel Allowance Phone Allowance etc)

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