Pioneer Banking5 min read

Job Title

Area Head – Pioneer Banking

Company Profile

IndusInd Bank is a universal Bank with a widespread banking footprint with over 2.5 crore customers, over 5,000 distribution points and nearly 2,000 branches across the country.

Job Profile & Responsibilities

• Generate new business to achieve defined sales targets.
• Build and deepen relationships with existing UHNI 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 self-development.
• Team handling & development.
• Manage the portfolio to de-risk 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.
• 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.
• 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.

Preferred Qualifications

• Post Graduate (AMFI mandatory)
• CWM Certification is an added advantage.

Desired Candidate Profile

• 10 to 15 years of relevant experience.

Additional Details

• Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives.
• Provide the face of the Bank to the high net worth customers of the Bank.
• Handling & development of Wealth/Sr Wealth Managers.