Domestic Wealth Relationship Manager
Posted on :
17-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2636240
Open Positions 01
Location: Mumbai
Experience Required: 03 years Plus
Joining Date: Immediate or with in 1 month
Gender: Male OR female candidate
Revenue Generation:
1. Acquire retain and deepen portfolio to maximize sales performance to achieve
revenue targets through wealth management products real estate products asset
related products (secured unsecured) and any other products being offered by the
organization.
2. Grow AUM and Sales revenue on a monthonmonth basis.
3. Support Managers in developing and implementing action plans to achieve business
objectives.
4. Increase product per customer on a regular basis within current customer base.
5. Organize and participate in all promotion activities organized at the organization.
# Operational Governance.
1. Ensure all processes are followed to ensure that there are no operating losses/
Frauds.
2. Accurate and timely processing of customer instructions
3. Ensure adherence to KYC Norms.
4. Maintain standards to comply with Company Audit.
# Customer Experience Management
1. Ensure effective relationship management by monitoring the movement of the
customers and implement a customer retention program.
2. Minimize rejections and customer complaints to create a wow experience.
3. Hold periodic customer meets and branch promotions to generate more business.
4. Customer query handling / complaint resolution.
5. Specific initiatives taken to improve service and reduce bottlenecks and customer
complaint
6. Customer visits as per laid down call frequency.
II: INDICATIVE KPIs
1. %Achievement of Sales Acquisition & amp Revenue targets.
2. % Achievement of Book Growth targets.
3. % Achievements of Service Standards.
III: COMPETENCIES & SKILLS REQUIRED
A Relationship Manager is required to interact with customers for most part of his/her day
and so good communication and presentation skills are a prerequisite for the job. The job
also requires thorough financial and sector knowledge in order to provide sound and reliable
advice to clients. The major skills and competencies required are:
1. Excellent communication Skills
2. Understanding and interest in financial products and markets
3. Ability to analyze information.
4. Ability to explain complex information clearly and simply.
5. Good sales negotiation & influencing skills.
6. Excellent Customer Relationship Management skills.
Salary Range: CTCPA Additional benefits as per company&rsquo s norms
(Mediclaim Incentives Travel Allowance Phone Allowance etc)
sales acquisition,finance,mutual funds
Employment Type
Full Time
Key Skills
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