Relationship Manager
- Indusind Bank
- 0 - 5 years
- Hapur
- 2 months ago
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Job Description
Role Details :
Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF )Overall Job Description
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 satisfaction and retention.
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.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.Mandatory Certifications
AMFI & IRDA mandatory before joining
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Full timeContact Details:
Company: Indusind BankLocation(s): Hapur
Keyskills: RM HNI Client Handling Wealth Management Portfolio Management Casa Retail Liabilities Relationship Management Retail Branch Banking HNI Acquisition
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