Managing Partner at Dimensions HRD Consultants
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Banking Partner/Senior Banking Partner - Wealth Management (10-20 yrs)
Job Description - Banking Partner/Sr Banking Partner - Wealth
Band: Middle/ Senior Management
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.
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
