Wealth Manager - Pioneer Banking

Wealth Manager - Pioneer Banking (7-12 yrs)

- 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.

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.