Posted By
Posted in
Banking & Finance
Job Code
521107
Team leader profile involving acquiring, growing and deepening Super & Ultra HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super & Ultra 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.
- Build and deepen relationships with existing Ultra HNI 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 for the team
- 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.
- Manage team of Wealth Manager / Senior - Wealth Manager (Indulge) to monitor and drive their productivity.
- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
- Manage the customer transition with utmost sensitivity.
- Awareness of all the policies and procedures issued in relation to money laundering prevention.
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Posted By
Posted in
Banking & Finance
Job Code
521107