Relationship Manager – Wealth Management recruitment
Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.
Develop and maintain strong relations with key WM clients at to maximize share of wallet and loyalty
Identify and segment the target market for potential new business opportunities.
Review select existing client portfolio to identify potential multi product sale opportunities for the team members.
Major client s to be visited jointly with Unit Head on Quarterly basis.
Ensure quality and consistent service delivery at all touch points for all clients
All customers profiling files need to be updated and current with a copy of the last call report
customer complains to be resolved immediately and filed in respective files
Continuously provide feedback on competitive activities to the product and business team and track market developments
Assist in development and launch of appropriate products services in order to meet and satisfy Customer needs, especially new product launches, client seminars etc.
Ensure timely completion of sale and other customer related documentation with emphasis on KYC and Customer Risk assessment process.