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26/08 Himanshi
HR Consultant at Teamlease Services

Views:4346 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

Women-friendly workplace:

Maternity and Paternity Benefits

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