Role & responsibilities
Relationship management of the premium customer segment of the Bank
Generate new business to achieve defined sales targets across various Banking and wealth products
Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues
Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client
retention and growth
Manage the portfolio to de-risk against attrition and achieve stability of book
Deliver on key performance indicators at the highest level
Local Market knowledge and BFSI product depth and must know competition's penetration in the market

Keyskills: Wealth Management Mutual Funds Portfolio Management Services Investment Investment Products Financial Products MF Investment Advisory FD
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