The role is for Relationship Manager- X-sell for credit cards portfolio. Two years ago, IndusInd Bank had fully acquired the credit cards portfolio of Deutsche Bank resulting into a diverse and high end clients based book size.
Role: Monitor and address HNI clients- banking and Investment requirements, use financial acumen and investment expertise to review a client's personal data, align clients- need through superior service and advice, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
Key Responsibilities:
- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues
- Focus on business development across liabilities, assets and fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring client contactability at all times through updation of latest contact details in all necessary systems
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries of all mapped clients within TAT specified
- Ensure compliance through regular process checks and self-audit scores
Notice period- to be less than 90 days
CTC- 8-9 Lacs
Didn’t find the job appropriate? Report this Job