Private Banking Group Waytogo Consultants

9.0 - 14.0 years

13 - 23 Lacs

kolkata, coimbatore, surat

Work from Office

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 i...

Posted 2 months 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 : Eva...

Posted 3 months ago

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