Wealth Relationship Manager For Mayiladathurai @ Waytogo Consultants

Job Description

Relationship Manager Roles & Responsibilities :

• 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.

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Keyskills:   client servicing client acquisition relationship management wealth hni