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Private Pioneer - Business Partner (6-24 yrs)
Skillkart Ludhiana
posted 3+ weeks ago
Key skills for the job
Business Development:
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to increase share of wallet and revenues
- Cross-sell wealth and liability products to the bank's premium asset clients
Customer Service:
- Provide professional customer service to achieve high customer satisfaction and retention
- Manage customer transitions with utmost sensitivity
Sales Performance:
- Achieve targets set in terms of product mix
- Maximize sales process efficacy to achieve "best in class" productivity
Risk Management:
- Ensure compliance with policies and procedures related to money laundering prevention
- Report suspicious transactions to the supervising officer
Portfolio Management:
- Manage the portfolio to de-risk against attrition and achieve stability of book
- Have complete knowledge of the customer base in terms of profile, demographics, and psychographics
Functional Areas: Other
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