Banking Partner- Pioneer Banking, Wealth Relationship Manager
4 weeks ago
ROLES & RESPONSIBILITIES
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.
JOB SPECIFICATION
- Minimum Qualification :Graduate/ Post Graduate
- At least 5yrs of experience in Banking / Insurance
- Should have experience in managing Client Book
Perks and Benefits
+ Incentives +other contests(Best in the Industry)
-
Kota, Udaipur, India Indusind Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are hiring Banking Partner - Pioneer BankingLocation- Kota, UdaipurInterested candidates can send their profiles at Job Summary:Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial,...
-
Chandigarh, Jaipur, Ludhiana, India Indusind Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are hiring Banking Partner - Pioneer BankingLocation- Jaipur, Chandigarh, LudhianaInterested candidates can send their profiles at Job Summary:Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers...
-
Relationship Manager
2 weeks ago
Jaipur, India Axis Mutual Fund Full timeJob Description Role Description As a Relationship Manager, the incumbent will be responsible to drive the initiatives and generate revenue for the channel assigned by ensuring maximum market share for Axis Mutual Fund schemes from Banks. Timely communication and updates to the channel partner to maximize the revenue. Ensure timely coverage for all...
-
Service Relationship Manager- Affluent Banking
2 weeks ago
Chandigarh, Jaipur, India Indusind Bank Full time ₹ 80,000 - ₹ 1,50,000 per yearJob Description :Service Relationship Manager - Affluent BankingLocation- Jaipur, ChandigarhInterested candidates can send their resumes to Detailed Job DescriptionProvide Exceptional service to mapped clients of Affluent channel for cluster of branchesManage affluent desk & become one point of contact for mapped customers for their service related...
-
Jaipur, Rajasthan, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Platinum Relationship Manager - Business Banking KRAs Develops new and expands existing High Net worth Customer relationships for liabilities CA driven and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer...
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Antal International Full time- The Relationship Manager-Wealth is the ultimate face of the business as s he is going to be the final point of contact with the client - S he would be responsible for acquiring High Net Worth relationships and managing retaining such relationships by delivering the best standards of services - S he would be expected to establish strong ties with...
-
Jaipur, India Kotak Mahindra Full time**JOB ROLE**: - Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. - Speed and efficiency of service given - Sales targets for banks and investment products. - Going beyond the professional need of the customer by providing other...
-
Key Account Manager
2 weeks ago
Jodhpur, India Tata AIA Life Full timeJob Description Role description JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.At Tata AIA, our vision is...
-
(Urgent) Senior Key Account Manager
2 weeks ago
Jodhpur, India Tata AIA Life Full timeJob Description Role description A Position Overview Position Title Key Account Manager - Axis Bank Branch Banking - Axis Banking / Department Partnership Distribution Level/ Band Assistant Manager (301) / Exec Role Summary: - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B...
-
Banking Alliance
1 week ago
Jaipur, Rajasthan, India Paytm Full timeAbout Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of...
