IndusInd Bank - Exclusive Relationship Manager - Wealth

- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.

- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.

- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.

- Easily establish relationship with customers and build a rapport.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.

Education:

- Graduate / MBA

- AMFI / Insurance certification preferred.

Experience:

- Sales experience of 4-8 years

- Experience in Investment firms, brokerage, Insurance cos., banks

- Alternatively, sales experience in allied industries involving relationship management like hotels, high end time-share, large developers

- Small Entrepreneurs - DSA owners who manage customer relationships themselves