IndusInd - Private Banker

Found in: Talent IN 2A C2 - 3 weeks ago

Pune, India IndusInd Bank Full time

Private Banker


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 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.

(ref:iimjobs.com)

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