• Senior Wealth Manager - Banking Jobs in Ahmedabad,India - 25100192

  • V-Konnect

Job Description:

Exp - Min 2 Years (Wealth Background is must)

Profile Summary

- Customer (HNI/UHNI) relationships through effective relationship management Focusing on the analysis and satisfaction of HNI/UHNI families financial, banking, investment and business needs and objectives

- Provide the face of the Bank to the Ultra high net worth customers of the Bank

Key Areas

- Build and deepen relationships with existing Wealth Customers to achieve 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 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


- Achieve - BEST in CLASS- productivity in order to maximize the efficacy of the sales process

- Achieve the Targets set in terms of product mix

- Achieve the budgeted cross sell targets

- Aggressive Sales call plans to acquire large prospective customers through referrals

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix

Integration Management

- Manage the customer transition with 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

Interested talent can apply or for any query feel free to contact on 7906642722

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 16th May 2020

Key Skills:

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