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    Domestic Wealth Relationship ManagerFinancialServices - Mumbai, India - Zigsaw

    Zigsaw
    Zigsaw Mumbai, India

    5 days ago

    Zigsaw background
    Description
    #RevenueGeneration:


    • Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and any other products being offered bytheorganization.2.Grow AUM and Sales revenue on a monthonmonthbasis.3. Support Managers in developing andimplementing action plans to achievebusinessobjectives.4.Increase product per customer on a regular basis within currentcustomer base.5. Organize and participate inall promotion activities organized at theorganization.
    #Operational Governance.1. Ensure allprocesses are followed to ensure that there are no operatinglosses/Frauds.2.Accurate and timely processing of customerinstructions3. Ensure adherence to KYCNorms.4. Maintain standards to comply withCompanyAudit.
    #Customer Experience Management

    • Ensureeffective relationship management by monitoring the movement ofthecustomers and implement a customerretention program. 2. Minimize rejectionsand customer complaints to create a wowexperience.3. Hold periodic customer meetsand branch promotions to generate morebusiness.4. Customer query handling /complaint resolution.5. Specific initiativestaken to improve service and reduce bottlenecks andcustomercomplaint6.Customer visits as per laid down callfrequency.

    II:
    INDICATIVE KPIs1. %Achievement of SalesAcquisition & Revenue targets.2. %Achievement of Book Growth targets.3. %Achievements of ServiceStandards.

    I
    II:


    COMPETENCIES & SKILLS REQUIREDARelationship Manager is required to interact with customers formost part of his/her dayand so goodcommunication and presentation skills are a prerequisite for thejob.

    The jobalso requires thorough financialand sector knowledge in order to provide sound andreliableadvice to clients.

    The major skillsand competencies required are:1. Excellentcommunication Skills2. Understanding andinterest in financial products and markets3.Ability to analyze information.4. Ability toexplain complex information clearly andsimply.5. Good sales negotiation& influencing skills.6.Excellent Customer Relationship Managementskills.

    SalaryRange:
    CTC 00 PA Additional benefits as per company snorms(Mediclaim Incentives Travel AllowancePhone Allowance etc)
    relationshipmanager,wealth management,finance