Senior Relationship Manager - Wealth Management

Identifying prospects, converts them to leads by explaining the features/terms and conditions and close the business.

Adhere end to end process of sourced business – Sourcing, Document Completion, Booking etc

Payment tracking of complete subscription till the end & dues collection.

Ensure the allocated income target.

Negotiating with Corporates/Residents association for group deals.

Other duties or activities assigned from Reporting Manager.