Wealth Manager

Key Result Areas

Supporting Actions

Sales Productivity

• Driving topline in the assigned productivity
• Achieving business targets
• Maintaining a healthy product mix
  
  

New Customer Acquisition

• Increase customer acquisition in the assigned territory
• Acquire new customers while identifying cross-sell and up-sell opportunities with existing customers and increasing no of products sold per customer
  
  

Operational Effectiveness

• Track and ensure efficient business processes/ operations across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections)
• Drive process efficiencies and faster TATs through interfacing with stakeholders across processes and functions (Risk, Operations, Sales Governance)
  
  

Adopt improved processes and best practices in order to enhance operational effectiveness, productivity and overall business contribution of DSAs for ABHFL

Market Intelligence & Competition Awareness

• Keep a close watch on the market to tap into new business opportunities
• Continuous monitoring of the competition and its products/activities/engagements/strategies to stay ahead of the competition
• Keep sharing market/competition updates to the seniors and management to help the company informed and stay ahead of competition
  
  

Self Development

• Invest in self learning and capability building
• Leverage online/offline learning and development platforms for sef development