Private Banking Group Waytogo Consultants

9.0 - 14.0 years

13 - 23 Lacs

kolkata, coimbatore, surat

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Role & responsibilities Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management. Key Accountabilities Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving. Meet Customer Migration targets. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity. Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures. Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers.

Posted 4 weeks ago

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Wealth Manager and Portfolio Manager_ Banking_ Delhi/NCR & Mumbai V Konnect

5.0 - 10.0 years

6 - 13 Lacs

Gurugram, Delhi / NCR

Work from Office

Role & responsibilities Job Description - Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets Managerial & Leadership Responsibilities (if applicable) Attract and retain best-in-class talent for key roles in their reporting structure Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support ” Key Success Metrics CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets Involved in increasing customer engagement through cross – selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers If you are confirm, Please share the above details to process your candidature

Posted 2 months ago

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