Female Relationship Manager First Wealth : Mumbai

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Key Responsibilities:

â€¢ Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services
â€¢ It also includes use of applications actively for designing product suitability matrix, financial planning for the customers
â€¢ Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
â€¢ To Enhance & Retain customer profitability by capturing larger share of Wallet
â€¢ Ensuring compliance with branch SOP and control in sales and service
â€¢ Deepen the relationship by Cross selling Banks Products

Role Proficiencies:

â€¢ Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
â€¢ Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
â€¢ Collaborate with other branch departments and functions to provide products and service offerings to the customer
NTB acquisitions, Volume per client, customer share of wallet, share of customer wallet.

Experience:
5 - 10 Years
Salary:
12L LPA - 14L LPA
Diversity Candidate:
Yes
Location:
Andheri
Address:
Mahakali Cave Road
Primary Skills:
leading customer service, cross-sell and premium customer acquisition for the branch.
Secondary Skills:
Exllecent Comuunication,
Industry:
Banking/Mortgage
Job Type:
Full time
Degree:
Any Graduate / Post Graduate