We have immediate opening for Wealth Channel with Bank :
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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.
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.
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.
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.
Providing financial services to individuals/ HNI clients with a view to protect and transfer their wealth by solving complex needs about investments and insurance planning.
Enhancing the Customers to Group/ Income Products holding of portfolio assigned.
Sourcing New To Bank customers from given area and add to assigned portfolio.
Achieving the Income as per benchmark by cross selling Assets, TPP Products (Insurance, Mutual Fund, etc.), Trade-Forex (Remittances-inward and outwards),CASA, Term Deposits values and other income products (Credit card, Demat /HSL etc.)
Migrating customers to direct banking channels for various transactions. Providing digital demos to portfolio customers for effective migration from physical mode to digital platform.
Establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and working towards solving their query resolution and escalations in an effective manner.
Ensuring customer issues are promptly addressed, documented and resolved timely and professionally with quality standards.
Nurturing strong functional and professional relationships with clients and building a level of influence with key client contacts. Building and strengthening relationships with key accounts thereby ensuring high customer satisfaction by providing them with complete support.
UG: Any Graduate - Any Specialization
Doctorate:Any Doctorate - Any Specialization
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