Partner - Wealth Solutions & Global Indian Clients

Job Summary

Key Responsibilities

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High Net Worth customers of the Bank
• Business • Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) • Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts • Ensure high level of customer service in the Branch. Manage difficult customer situations • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment • Achieve the Targets set in terms of product mix • Induction of all new customers brought in by the Branches & Direct Sales team. • 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 approved contact plans. • Coordinate customer events for the cluster along with the product team
• Processes • Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections • Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs • Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities