Verified Job
Accounting - Finance
IndusInd Bank Private Banking PartnerSenior Banking
Accounting - Finance
#525298
Remote / WFH
Job Description
काम का वर्णन
Banking Partner/Senior Banking Partner/Premier Banking Partner
JOB SUMMARY:
- Individual profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of 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.
- 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
Banking Partner/Senior Banking Partner/Premier Banking Partner
JOB SUMMARY:
- Individual profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of 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.
- 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
