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Wealth Sales Manager - Private Banking Group

Tata AIA Life Insurance·Hyderabad

Pay not stated3–5 yrsFull-time

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About the role

The Relationship Manager will be responsible for acquiring, managing, and growing relationships with High-Net-Worth Individuals (HNI) by offering personalized financial solutions and ensuring exceptional client satisfaction. Wealth Account Manager - Private Banking Group

What you'll do

  • Drive wallet Share in the allocated PBG group with bank branches with focus product mix
  • Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
  • Working jointly with the Branch Manager on Business Implementation plan
  • Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
  • Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

What you need

  • 3–5 yrs of experience
  • Sales
  • Insurance
  • Target achievement
  • MIS reporting
  • Any graduate

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