Banking Partner- Exclusive Banking - Wealth
- Indusind Bank
- 5 - 10 years
- Kanpur
- 4 years ago
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Job Description
Job Description - Exclusive Relationship Manager
Grade Band - Middle Management
Minimum Qualification
Graduate/ Post Graduate
Desired Qualification
AMFI & IRDA Certification
Desired Experience
5-10 years
Position Reporting to Channel Head
Location - Lucknow/Kanpur
JOB SUMMARY
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.
Interested Candidates to share CV @ni*********a@in*****d.com
Perks and Benefits
+ Incentives +other contests
Job Classification
Industry: BankingFunctional Area: BFSI, Investments & Trading, Role Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth ManagementEmployement Type: Full timeEducation
Under Graduation: Any Graduate, Graduation Not RequiredPost Graduation: Any Postgraduate, Post Graduation Not RequiredDoctorate: Any Doctorate, Doctorate Not RequiredContact Details:
Company: IndusInd BankLocation(s): Kanpur
Keyskills: NRI Relationship Manager NR Acquisition HNI Relationship Manager Wealth Management Wealth Relationship Manager pms portfolio management HNI Acquisition
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Indusind Bank
IndusInd Bank Ltd. is a Customer-focused, technology-based, ISO 9001:2000 certified new generation private sector Bank with ambitious growth plan is looking for the following position.
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