Job Description
Client Management/ Servicing Product Advice Client Acquisition
• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share.
• Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
• Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on-boarding of customers. Ensure service levels are constantly improving.
• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share.
• Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
• Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on-boarding of customers. Ensure service levels are constantly improving.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager (Senior Associate) position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
