Wealth Manager
Wealth Manager
Posted on :
07-06-2025
Employer Active
1 Vacancy
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Job Description
Key Result Areas
Supporting Actions
Sales Productivity
- Driving topline in the assigned productivity
- Achieving business targets
- Maintaining a healthy product mix
New Customer Acquisition
- Increase customer acquisition in the assigned territory
- Acquire new customers while identifying cross-sell and up-sell opportunities with existing customers and increasing no of products sold per customer
Operational Effectiveness
- Track and ensure efficient business processes/ operations across the Customer Lifecycle (Sourcing Approval Servicing Collections)
- Drive process efficiencies and faster TATs through interfacing with stakeholders across processes and functions (Risk Operations Sales Governance)
Adopt improved processes and best practices in order to enhance operational effectiveness productivity and overall business contribution of DSAs for ABHFL
Market Intelligence & Competition Awareness
- Keep a close watch on the market to tap into new business opportunities
- Continuous monitoring of the competition and its products/activities/engagements/strategies to stay ahead of the competition
- Keep sharing market/competition updates to the seniors and management to help the company informed and stay ahead of competition
Self Development
- Invest in self learning and capability building
- Leverage online/offline learning and development platforms for sef development
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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