Leading Private Bank·8 days ago
8 days ago
Private Wealth Manager
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What you'll do
- 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..
- Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products
- Ensure Wealth product revenue i.e. equities, fixed income, alternate products, mutual funds, structured products, portfolio managements services (PMS), AIF, Insurance. etc. and bank-related products & services Product Advice.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- 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..
- Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products
- Ensure Wealth product revenue i.e. equities, fixed income, alternate products, mutual funds, structured products, portfolio managements services (PMS), AIF, Insurance. etc. and bank-related products & services Product Advice.
Company
Leading Private Bank
Kolkata, India
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