Banking Partner- Pioneer Banking, Wealth Relationship Manager

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.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

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
• At least 5yrs of experience in Banking / Insurance
• Should have experience in managing Client Book

Perks and Benefits

+ Incentives +other contests(Best in the Industry)