Banking Partner/pioneer Banking

6 days ago


Mumbai, Maharashtra, India HR House Full time ₹ 15,00,000 - ₹ 22,00,000 per year

JOB DESCRIPTION:

Job positions /Designation: Banking Partner - Pioneer Banking

Employment Type: Full Time, Permanent

Salary up to 22 LPA

Roles and Responsibilities:

· Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.

· Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

· Identify potential customers through networking, referrals, and market research to expand the customer base.

· Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to retention & growth.

· Ensure ongoing self – development.

· Manage the portfolio to de-risk against attrition and achieve stability of book.

· Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

· Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded.

· Develop and implement effective sales strategies to meet targets set by the bank.

· Achieve the target set in terms of product – mix.

· Have complete knowledge of the customer base in terms of the profile, demographics & Assets in the Bank and other places.

Desired Candidate Profile

· 5-10 years of experience in Wealth Management, Preferred Banking or related fields.

· Bachelor's / Master degree in any specialization are considered

· Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management & Ultra HNI.

Location – Mumbai

Experience: 5 to 15 years (Experience candidates only).

Annual CTC: As per banking industry

Key Skills: Wealth Management, Ultra HNI, HNI Acquisition, HNI client Handling

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