Pioneer Relationship Manager
3 days ago
A Pioneer RM (Relationship Manager) at IndusInd Bank is a sales role responsible for managing and acquiring high-net-worth individual (HNWI) clients for the bank's premium "Pioneer" segment. The job involves building relationships, meeting sales targets, growing the client's asset base, and cross-selling a variety of banking and wealth management products, such as deposits and other financial services. Key skills include strong relationship management, sales, and wealth management knowledge. Key responsibilities
- Client acquisition: Aggressively acquire new prospective customers through referrals and other sales activities to build the customer base.
- Relationship management: Build and deepen relationships with existing "Pioneer" customers to increase deposits, assets under management (AUM), and revenues.
- Sales and cross-selling: Achieve budgeted sales targets by cross-selling various banking and wealth management products and services.
- Customer service: Ensure high customer satisfaction and retention by providing personalized banking solutions and advisory services.
- Portfolio management: Manage the client portfolio to minimize attrition and ensure stability.
- Compliance: Ensure compliance with all policies and procedures related to money laundering prevention and report any suspicious transactions to a supervising officer.
Qualifications and skills
- Experience: Typically requires several years of relevant experience, with some roles specifying experience in wealth management, HNI sales, or premium banking.
- Skills: Strong relationship management, sales, and marketing skills are essential.
- Knowledge: Knowledge of wealth management and financial planning is required.
- Certifications: A Certified Wealth Manager (CWM) certification is considered an advantage. Role & responsibilities
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