IndusInd Bank - Wealth Manager - Pioneer Banking

Pioneer Banking is the premium most banking proposition from IndusInd bank for its most premium client segments. Pioneer will address personal banking, business banking, wealth & insurance needs of its clients. 360 degree coverage of client needs across his personal & business banking/financial needs. Pioneer Wealth Managers will be the singular point of contact with the bank. A partner who understands every client's unique needs and goals and uses his network of specialist to ensure that each is met.

Grade Band: Middle Management

Desired qualification: Post Graduate (AMFI mandatory)

Compensation: Negotiable

JOB SUMMARY :

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers- financial, banking, investment and business needs and objectives.

Provide the face of the Bank to the high 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 wallet share and satisfaction leading to client retention and growth.

- 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.