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26/08 Himanshi
HR Consultant at Teamlease Services

Views:4384 Applications:14 Rec. Actions:Recruiter Actions:0

Private Banking Wealth Professional - Ultra Segment - Bank (6-15 yrs)

Chandigarh/Delhi/Delhi NCR/Lucknow Job Code: 735928

Hiring for Private Bank- Private Banking Wealth - Ultra Segment-Delhi/Chandigarh/ Lucknow

Job Role : Burgundy (New Channel ultra Segment)

- Manage (retain and enhance) the relationships of up to UHNI customers, their family and business entities

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

Key Result Areas :

- Manage (retain and enhance) the relationships of up to UHNI customers, their family and business entities

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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