Job Description
Generate new business to achieve defined sales targets (Self as well as team)
Lead a team of Wealth & Sr. Wealth RM.
The incumbent is responsible to ensure the team of relationship mangers meet their goal sheet targets as assigned
Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
Ensure ongoing self-development.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Complete requirements for Investments AMFI, IRDA and YBL COC for RMs along with HCM and Compliance.