Senior Banking Partner- Pioneer Banking
- Indusind Bank
- 7 - 12 years
- Bengaluru
- 20 days ago
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Job Description
Hiring for Senior Banking Partner - Pioneer Banking
Location : Bangalore
ROLES & RESPONSIBILITIES
Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives.
Provide the face of the Bank to the highest net worth customers of the Bank.
Detailed Responsibilities:
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
Sales
- Achieve the Targets set in terms of product mix.
- Greater focus on acquisition of Resident customers.
- Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex.
Achieve "best in class" productivity in order to maximize the efficacy of the sales process. - Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
Integration Management
- Manage the customer transition with utmost sensitivity.
- Awareness of all the policies and procedures issued in relation to money laundering prevention.
- Ensure compliance with these policies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reported to the supervising officer.
JOB SPECIFICATION
- Minimum Qualification :Graduate/ Post Graduate
- Minimum 7yrs of experience in Wealth
- Should have experience in managing Client Book
Perks and Benefits
Best in the Industry.
Interested candidates can send their resumes : ja************y@in*****d.com
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: Indusind BankLocation(s): Bengaluru
Keyskills: HNI Portfolio Management NRI Wealth Management Relationship Management HNI Relationship Manager Wealth Relationship Manager Priority Banking NRI Relationship Manager relationship manager NR Acquisition HNI Sales Private Baning Preferred Banking
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