Wealth Relationship Manager

3 - 8 years

3.0 - 7.0 Lacs P.A.

Chennai, Bengaluru, Hyderabad

Posted:2 months ago| Platform: Naukri logo

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Skills Required

casateam handlingrelationship managerbranch sales managerbusiness development headwealthHNIMutual Fundsmutual fundHNI Client Handlingbanking salestppbsmInvestment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Sales Management: Drive CASA product sales to achieve and exceed branch targets. Develop and implement branch-level sales strategies and campaigns. Identify and acquire new customers, focusing on both individuals and businesses. Regularly review sales performance and take corrective actions as needed. 2. Customer Acquisition and Retention: Build a robust pipeline of prospective customers for CASA products. Ensure high-quality service to deepen existing customer relationships. Conduct market analysis to identify new business opportunities.

Waytogo Consultants

Consulting

San Francisco

50 Employees

75 Jobs

    Key People

  • Jane Doe

    CEO
  • John Smith

    COO

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