Job Description
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 clients unique needs and goals and uses his network of specialist to ensure that each is met.
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.
Interested candidates to share resume @ sh***********m@in*****d.com
Required Candidate profile
- Prior Experience into Banking - Wealth segment
- Maximum Age- 38 years
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Investment Banking
Role: Investment Banking
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization, Graduation Not Required
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Indusind Bank
Location(s): Bengaluru
Keyskills:
Customer Service
wealth manager
Portfolio Management
Cross Selling
Finance
Calling
Personal Banking
wealth advisor
Business Banking
Wealth Management
Sales Process
investment advisor
Relationship Management
Insurance
private banking
Client Retention