Executive business plan for the wealth management segment. Drive continuous improvement of the sales process constantly making them more customer friendly & productive. Higher &
train associates with a focus on offering multi products.
Drive & monitor sales through the team. Motivating the team through regular frontline contacts.
A front role as a senior patner in managing client relationship, providing
comprehensive advice & a broad range of investment products and service tailored
complex needs of HNW/UHNW clients.
Manage a team of private wealth Relationship Managers
Implement sales strategies to drive growth in business volumes through customer
acquisitions
Working towards specific individual, team and market asset and revenue target.
Identify the training needs of the team and train them on the same
Continuously motivate the team
Identify market opportunities to acquire customers