Senior / Banking Partner - Pioneer Banking (Wealth Management)

Dear Candidate,

We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking

Location: Mumbai (All Areas)

Roles and Responsibilities

Detailed Job 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.

Desired Candidate Profile

- Total Experience should be 6+ Years

- 4-5 years into Wealth Relationship Manager / Private Banking

- Excellent communication skills

Interested candidates with relevant experience can send their updated resume at shramika.shrivastav@indusind.com