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Wealth Manager


10,000 - 15,000 p.m | HSC | Krishnagiri

ULLAGURUKKAI,BELATHUR,M.KALIPATTY,MALAYANADAHALLI, VEPPANAPALLI,MADHEPATTI,

Gender : All | Age Limit - 20-30 | Openings - 15 | Experience - Fresher
Posted Date: 29-01-2021
Open Until : 12-02-2021

Description

Customer Focus:

Enrolment of all potential members in households in the service area of the branch.

Establishes, builds and maintains professional relationship with all customers to enhance customer service.

Treat all customers as equal and provide high quality customer service.

Field Visits:

Regularly makes field visits to

  • Update the system with current information on the household
  • Enrol customers and complete the processes related to enrolment
  • Understand needs of the customer and relay their feedback to complete formalities for any products and services of KGFS

Wealth Management:

Operate as per Wealth Management process laid down and advises customer using guidance provided by system-generated Financial Wellbeing Report.

Relationship Management:

Develop & maintain excellent relationships with all households and retailers in the village.

Product and Process Implementation:

Recommend appropriate products to customers in accordance with the guidelines and in accordance with the household requirements

Adhere to all processes as defined.

Branch Upkeep:

Maintain branches as stipulated and adhere to branch timings.

Execute all branch activities from BOD to EOD.

Reporting:

Report to Sr. WM on all branch related aspects..

 

Skills

  • Collections Executive
  • Distributor Salesman


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Department Of Employment And Training, Old Alandur Road,
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   9499966018 .

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