Senior Wealth Manager - Bank

Delhi - - 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. 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 customer base in accordance with the Group approved Relationship Matrix. In...

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