Wealth Manager - Sales - Private Bank (5-10 yrs) Mumbai/Pune (BFSI Sales)

Mintskill

  • Mumbai, Maharashtra Pune, Maharashtra
  • Permanent
  • Full-time
  • 2 months ago
Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations.Location - Mumbai and Pune.Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-.Candidates only from any AMC, Securities, Life Insurance, Banking, etc are suitable.Job Description:- 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 the portfolio to de-risk against attrition and achieve stability of the 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 the customer base in accordance with the group-approved Relationship Matrix.- Integration Management Manage the customer transition with the 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.Requirements : Graduate with Experience in Retail Branch Banking as a Relationship Manager for HNI / Business Banking having a portfolio of clients mapped. (ref:updazz.com)

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