Relationship Manager - Pioneer Banking
Relationship Manager - Pioneer Banking
Posted on :
15-10-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
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 selfdevelopment.
- Manage the portfolio to derisk 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 crossselling 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.
Requirements
Minimum Qualification :Graduate/ Post Graduate
Minimum 5yrs of experience in Banking / Insurance
Should have experience in managing Client Book
Perks and Benefits
Salary Best in Industry Incentives other contests(Best in the Industry)
Minimum Qualification :Graduate/ Post Graduate Minimum 5yrs of experience in Banking / Insurance Should have experience in managing Client Book Perks and Benefits Salary Best in Industry + Incentives + other contests(Best in the Industry)
Education
Post Graduation
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
