Banking Partner - Pioneer Branch

Role & responsibilities

Pioneer Relationship Management profile involves acquiring, growing and deepening HNI customer relationships through effective relationship management.

• 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 Banks policies and regulatory requirements
• Awareness of and compliance to all policies and procedures of the Bank

Essential requirement: Post Graduation (IRDA / AMFI mandatory)

Preferred: MBA (IRDA / AMFI mandatory)

Desired Behavioral / Functional Traits

• Excellent interpersonal skills
• Good communication skills
• Self-motivated and proactive approach to marketing sales
• Sales and product skillset
• Results orientated, committed and with strong sense of discipline