HR Consultant at Teamlease Services
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Private Banking Wealth Professional - Ultra Segment - Bank (6-15 yrs)
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
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