Verified Job
Accounting - Finance
Wealth RM Banking NCR VKonnect Associates
Accounting - Finance
#293498
Remote / WFH
Job Description
Job Responsibility:
¨ Generate new business to achieve defined sales targets
¨ 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 satisfaction and retention.
¨ Ensure ongoing self-development.
¨ Manage the portfolio to de-risk against attrition and achieve stability of book.
¨ Manage the key performance indicators at the highest level.
¨ Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Sales
¨ Achieve the Targets set in terms of product mix.
¨ Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
¨ Achieve the budgeted cross sell targets.
¨ Aggressive Sales call plans to acquire large prospective customers through referrals.
¨ Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
Integration Management
¨ Manage the customer transition with utmost sensitivity.
¨ Awareness of all the policies and procedures issued in relation to money laundering prevention.
¨ Ensure compliance with these policies and procedures on an ongoing basis.
¨ Any suspicious transaction must immediately be reported to the supervising officer.
¨ Generate new business to achieve defined sales targets
¨ 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 satisfaction and retention.
¨ Ensure ongoing self-development.
¨ Manage the portfolio to de-risk against attrition and achieve stability of book.
¨ Manage the key performance indicators at the highest level.
¨ Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Sales
¨ Achieve the Targets set in terms of product mix.
¨ Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
¨ Achieve the budgeted cross sell targets.
¨ Aggressive Sales call plans to acquire large prospective customers through referrals.
¨ Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
Integration Management
¨ Manage the customer transition with utmost sensitivity.
¨ Awareness of all the policies and procedures issued in relation to money laundering prevention.
¨ Ensure compliance with these policies and procedures on an ongoing basis.
¨ Any suspicious transaction must immediately be reported to the supervising officer.
