Wealth Management Advisor

Job Purpose:

To deliver exceptional volume and revenue performance by acquiring and engaging with the Bank.

Treasures clients having an AUM =>
INR 20 Million through “need-based approach” and ensure

client coverage and product penetration through cross-sell and up-sell of Bank products and services.

To manage & maintain the highest customer satisfaction and service levels through pro-active client

engagement & relationship management, coordinating internally with Bank Service and Distribution

and Product teams

Key Accountabilities

- Acquire and upgrade quality Treasures clients in the branch location areas

- 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