• Wealth Management - Bank Jobs in Delhi Ncr - 25082983

  • V-Konnect
  • Delhi Ncr

Job Description:

Job Descriptions -

Portfolio growth by focus on existing relationships

- Develop team knowledge and capability to cross sell products, develop wealth expertise,

- Provide learning through joint calls, ensure positivity and team motivation

- Ensure RM performance across Goal sheet targets are met across all bank products, including

- New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets

- Complete requirements for Investments AMFI, IRDA for RMs along with HRs

- Drive high service levels on the RM portfolio, Revenue Generation

- Ensure all sales activity is recorded as per the organizational process and all sales and service

- Ensure that processes are adhered to by self and the team

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 12th May 2020

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