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Waytogo Consultants

Wealth Manager | Retail Banking ( Manager)

Waytogo Consultants
Early Applicant
  • 5 months ago
  • Be among the first 50 applicants
Exp: 0-2 Years
Singur, India
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Job Description

  • Provide financial solutions to the HNI customers while maintaining high service standards
  • Maintain complete customer profile including the risk profile, demographics and assets in the bank
  • Enrich relationships and garner higher wallet share through customer engagement activities
  • Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
  • Identify potential customers who can be sold tailored products to enhance product penetration
  • Acquire new customers by converting referral leads
  • Achieve targets as assigned by the organization on a monthly basis
  • Record and track all engagement activities through the CRM system
  • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

More Info

Industry:Other

Function:Banking

Job Type:Permanent Job

Skills Required

Kyc
Customer Engagement
Sebi

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Date Posted: 10/06/2024

Job ID: 81366595

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Waytogo Consultants
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