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    IndusInd - Private Banker - Mumbai, India - IndusInd Bank

    IndusInd Bank
    IndusInd Bank Mumbai, India

    1 week ago

    Default job background
    Description
    Private Banker


    Detailed Responsibilities:

    • Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
    • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
    • Ensure ongoing selfdevelopment. Manage the portfolio to derisk against attrition and achieve stability of book.
    • Manage the key performance indicators at the highest level.
    • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

    Sales:

    • Achieve the Targets set in terms of product mix.
    • Achieve "best in class" productivity in order to maximize the efficacy of the sales process.
    Achieve the budgeted cross sell targets.

    • Aggressive Sales call plans to acquire large prospective customers through referrals.
    • Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

    Integration Management:

    • Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention.
    • Ensure compliance with these policies and procedures on an ongoing basis.
    • Any suspicious transaction must immediately be reported to the supervising officer.
    )
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