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An international banking institution seeks a candidate in Bengaluru to manage relationships and achieve revenue targets. Responsibilities include maximizing sales performance, supporting new product launches, and improving customer satisfaction. Applicants should have a background in wealth advisory and client relationship management, along with a desire to work in a collaborative and inclusive environment.
Strategy: Achieving revenue targets by acquiring, growing and deepening NRI Priority relationships through effective relationship management. Focus on the analysis and satisfaction customers’ financial as well as investment needs and objectives.
Business: Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured).
Processes: Provide support for new product launches, and champion new sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team.
People & Talent: Ensure effective Relationship Management by monitoring the movement of the top customers of the Segment devise and implement a customer acquisition and retention programme. Improve product per customer holding.
Risk Management: Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service.
Governance: Ensure branch staff work as a cohesive motivated and top performing sales and service team. Achieve high employee satisfaction and retention of good performers. Identify and address training needs of staff on an on-going basis.
Key stakeholders: NR Segment/ Wealth Management Unit.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours.
Together we:
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.