Posted By
Posted in
Banking & Finance
Job Code
1403285
Pioneer Banking Relationship Manager - Wealth Management
Hiring for a Leading Private Sector Bank
Responsibilities :
- Relationship management of the premium customer segment of the Bank.
- Generate new business to achieve defined sales targets across various Banking and wealth products.
- Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues.
- Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth.
- Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Deliver on key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings.
- Ensure training and certifications as per the Bank's policies and regulatory requirements.
- Awareness of and compliance to all policies and procedures of the Bank.
Pratik Kankaria : +919329149022
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Posted By
Posted in
Banking & Finance
Job Code
1403285