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Bharath

HR at IndusInd Bank

Last Login: 03 December 2021

Job Views:  
641
Applications:  283
Recruiter Actions:  0

Job Code

842158

IndusInd Bank - Relationship Manager - Select

Posted 4 years ago
Posted 4 years ago

Job Summary :

- Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products, LI, GI, MF, Gold )

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.

- Any suspicious transaction must immediately be reported to the supervising officer.

Mandatory Certifications : AMFI mandatory

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Posted By

user_img

Bharath

HR at IndusInd Bank

Last Login: 03 December 2021

Job Views:  
641
Applications:  283
Recruiter Actions:  0

Job Code

842158

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