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Wealth Relationship Manager _Gujrat

4 - 9 years

5 - 9 Lacs

Posted:4 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

Key Accountabilities
• Acquire and upgrade quality clients in the branch location areas to Treasures segment.• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as agreed.• Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth• Ensure proper implementation & execution of product strategies through effective relationship management.• Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions• Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.• Drive and deliver exemplary customer service in the local market and uphold DBS service standards.• Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.• Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Ishika Miital

V-Konnect Associates

529,Tower B,Spazedge Mall

Sector 47, Gurugram, 122018
Email: ishika.mittal@v-konnect.com
Phone: 9306459303
www.v-konnect.com

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V Konnect
V Konnect

Telecommunications

Lahore Punjab

11-50 Employees

217 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

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