Home India Wealth Acquisition Manager

Home India Wealth Acquisition Manager

Wealth Acquisition Manager

Full time at a Laimoon Verified Company in India
Posted on April 23, 2024

Job details

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 the highest levels of customer satisfaction. Interact with new customers to detail and explain all features & functions of products & assist in onboarding of customers. Ensure service levels are constantly improving.Meet Customer Migration targets.Job Duties & Responsibilities Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.Ensure complete knowledge of all products & services. Be the leader in resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries. CTC- 23 Lacs PRB

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