Wealth Manager/ Senior Wealth Manager Pioneer
- Indusind Bank
- 7 - 12 years
- Noida, Gurugram
- 4 years ago
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Job Description
Roles and Responsibilities
Detailed Job 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 wallet share and satisfaction leading to client retention and growth.
- 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.
- 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.
Desired Candidate Profile
3-4 years in Private Banking, preferably comes with his own book that he would have built over the years.
Interested candidates kindly send CV to pr******************a@in*****d.com
Job Classification
Industry: BankingFunctional Area: BFSI, Investments & Trading, Role Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth ManagementEmployement Type: Full timeEducation
Under Graduation: Any GraduatePost Graduation: Any PostgraduateDoctorate: Doctorate Not RequiredContact Details:
Company: IndusInd BankAddress: Location(s): Noida, Gurugram
Keyskills: Wealth Management Private Banking Investment Banking Banking HNI Acquisition HNI Client Handling
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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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