Client Acquisition

About the job

Work Level: Individual Core: Result Driven Leadership: Building Work Relationships Role: Client Acquisition Industry Type: Banking Function: Relationship Manager Key Skills: Wealth, Wealth Manager, Wealth Management, New Client Acquisition, PMS Education: PG/ Master Primary Responsibility: Client Management/ Servicing Product Advice Client Acquisition• 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 increased 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.

Requirements

• Wealth
• Wealth Manager
• Wealth Management
• New Client Acquisition
• PMS

Qualifications

• PG/ Master

Preferred Technologies

• Wealth
• Wealth Manager
• Wealth Management
• New Client Acquisition
• PMS

About the company

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience.