Wealth Relationship Manager Team Leader / VP
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Corphive
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Banking
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Full time
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Mumbai
Posted by Anjali Sharma
28 Mar 2024, 12:51 PM
- To effectively manage a team of 5-7 RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics
- Guide and mentor to the relationship managers to deliver superior customer experience
- Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined
- To carry out regular supervisory review cadence as defined
- Doing joint calls with mapped relationship managers to augment business conversions
- Customer complaints and service issues management to ensure satisfactory closure within the defined TAT
- SM Focus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products
- Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book
- Provide clarity of business objectives to the mapped RMs
- Monitoring sales and service processes of the RMs
- Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, HNI and UHNI
- Manage and control attrition in the NTB and ETB mapped book of the RMs
- Increase the liability book size of NTB and ETB customers mapped to the reporting RMs
- Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process
- To enhance and retain customer profitability by capturing larger share of wallet
- Ensure all customers are accurately profiled
- Ensure right products and investment advisory services are provided to the customers by the mapped RMs
- Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests.
Job Type:
Full time
Locality:
Mumbai
Min Salary:
25 Lakh
Max Salary:
40 Lakh
Experience:
8
Eligibility:
20
Mutual Fund
wealth management
team handling
Country: India
State: Maharashtra
City: Mumbai
