Wealth Manager

Going in market to generate new business.  Building and maintaining profitable relationships with key customers.  Interest in financial products and market .  Resolving customer complaints quickly and efficiently.  Keeping customers updated on the latest products in order to increase sales.  Creating and sharing MIS with the reporting on daily .  Expanding the customer base by up selling and cross-selling.  Understanding key customer individual needs and addressing these.  Conducting business reviews using CRM programs.  Knowing your competition and strategy accordingly.  Maintain a positive attitude focused on customer satisfaction  Good communication skills.