Relationship Manager - Pioneer Personal Banking

A Relationship Manager for Pioneer Personal Bankingfocuses on acquiring and deepening relationships with high-net-worth (HNI) and affluent clients. The role combines sales, client service, and wealth management to achieve revenue targets and ensure client satisfaction.

Key Responsibilities

• Client Acquisition

  : Generate new business and expand the client base by acquiring high-net-worth customers through proactive sales calls, referrals, and networking.

• Relationship Management

  : Build and maintain long-term, trusting relationships with existing clients to increase their wallet share and retain them. This involves acting as the main point of contact and providing personalized attention.

• Financial Advisory

  : Understand clients financial goals and objectives to provide tailored banking and investment solutions. This includes advising on a wide range of products, such as mutual funds, bonds, insurance, lending, and other bank offerings.

• Portfolio Management

  : Conduct regular reviews of client portfolios to realign strategies based on market outlook and financial goals.

• Sales and Cross-selling

  : Identify and capitalize on opportunities to cross-sell and upsell products and services to existing clients to meet defined sales and revenue targets.

• Customer Service

  : Ensure an exceptional client experience by promptly addressing inquiries, resolving service issues, and coordinating with other departments like operations.

• Compliance and Risk Management

  : Ensure strict adherence to regulatory norms, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.

• Performance Tracking

  : Monitor and manage key performance indicators (KPIs) such as AUM growth (Assets Under Management), new client acquisition, and cross-sell ratios