Banking Partner - Pioneer Banking

Role & responsibilities

• Relationship management of the premium customer segment of the Bank
• Generate new business to achieve defined sales targets across various Banking and wealth products
• Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues
• Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth
• Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs
• Manage the portfolio to de-risk against attrition and achieve stability of book
• Deliver on key performance indicators at the highest level
• Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings
• Ensure training and certifications as per the Banks policies and regulatory requirements
• Awareness of and compliance to all policies and procedures of the Bank

Preferred candidate profile

• Excellent interpersonal skills
• Good communication skills
• Self-motivated and proactive approach to marketing sales
• Sales and product skillset

Results orientated, committed and with strong sense of discipline

Perks and benefits