
Banking Partner/pioneer Banking
2 days ago
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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