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Pioneer RM / Exclusive RM : Leading Bank : Chandigarh

Keywords / Skills : relationship management, cross selling, hni, Wealth Management, Wealth, portfolio manager, Portfolio Management, HNI acquisition, Bancassurance, Imperia Relationship Manager, affluent rm

7 - 12 years
Posted: 2019-04-25

Job Description
Urgent opening with leading bank for wealth role.

Designation : Pioneer Banking / Exclusive RM

CTC : Upto 15 - 16 lacs

Location : Chandigarh

Job Purpose :

Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives.

Provide the face of the Bank to the highest net worth customers of the Bank.

Detailed 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 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.

About Company

Quotient Consultancy is an ISO 9001-2008 Certified Consultancy.

Mumbai based Recruitment and Corporate Training firm.@ Quotient we cater across Middle /Senior to C X O Level Hiring Across all Industry Sectors.
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