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Pratik Kankaria

Consultant HR at Skillventory

Last Login: 12 July 2024

Job Views:  
287
Applications:  130
Recruiter Actions:  0

Job Code

1403285

Relationship Manager - Wealth Management - Bank

1 - 15 Years.Guwahati/Kolkata/Delhi NCR/Delhi/Noida/Greater Noida/Gurgaon/Gurugram/Faridabad
Posted 2 months ago
Posted 2 months ago

Pioneer Banking Relationship Manager - Wealth Management

Hiring for a Leading Private Sector Bank

Responsibilities :

- Relationship management of the premium customer segment of the Bank.

- Generate new business to achieve defined sales targets across various Banking and wealth products.

- Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues.

- Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth.

- Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Deliver on key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings.

- Ensure training and certifications as per the Bank's policies and regulatory requirements.

- Awareness of and compliance to all policies and procedures of the Bank.

Pratik Kankaria : +919329149022

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Posted By

user_img

Pratik Kankaria

Consultant HR at Skillventory

Last Login: 12 July 2024

Job Views:  
287
Applications:  130
Recruiter Actions:  0

Job Code

1403285

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