IndusInd Bank - Banking Partner - Wealth Management - Pioneer Banking (5-10 yrs)

Role Details

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.

Overall Job Description

- To cross sell wealth & liability products to the banks premium Asset clients.

- 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

Desired Candidate Profile

- 5-10 years of experience in Wealth Management, Preferred Banking or related fields.

- Bachelor's / Master degree in any specialization are considered

- Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management & Ultra HNI.

Key Skills: Wealth Management, Ultra HNI, HNI Acquisition, HNI client Handling