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7.0 - 12.0 years
9 - 18 Lacs
Hyderabad
Work from Office
We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Locations : Hyderabad Interested Candidates can send their CV to mamatha.krishna@indusind.com 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. 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. Desired Candidate Profile - Total Experience should be 5+ Years - 3-4 years into Relationship Manager / Private Banking, preferably comes with his own book that he would have built over the years. - Excellent communication skills
Posted 2 days ago
5 - 10 years
8 - 15 Lacs
Hyderabad, Pune, Bengaluru
Work from Office
Greetings from Avani consulting Role & responsibilities To promote all the product line ofMutual Fund To up selll Mutual Fund products to Retail/HNI Clients from the team To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Designation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Preferred candidate profile CTC 7 TO 15 LPA Interested one can send their updated resume at Mail- anusha@avaniconsulting.com Or What's app and call -9003875895
Posted 1 month ago
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