IndusInd Bank - Wealth Specialist - Business Banking

Relationship Management :

- Managing the banking and investment relationship of existing clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage and expand customer relationship by providing service level which exceeds client expectations of Most important Customer Segment

- Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business :

- Sales targets spread across liabilities, retail assets, business banking forex, cards, investment

- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationship

- Increase CASA Balance in allocated portfolio either thorough Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory :

- Financial Planning and Investment Advisory to HNI Clients

- Driving revenue business to generate fee income through product like Mutual funds, investments, PMS and insurance