IndusInd Bank - Banking Partner/Relationship Manager - HNI Segment - Wealth Management

Job Description - Exclusive Relationship Manager

Grade Band : Middle Management

Minimum Qualification : Graduate/ Post Graduate

Desired Qualification : AMFI & IRDA Certification

Desired Experience : 7-10 years

Compensation : Ranging from 11-17 Lacs p.a. Negotiable

Position Reporting to : Channel Head

Location : Mumbai

JOB SUMMARY :

- 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.

Sales :

- Achieve the Targets set in terms of product mix.

- Greater focus on acquisition of Resident customers.

- Aggressive cross-selling and upselling of Wealth and Asset products as well as Trade Forex.

- 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.