Website Confluence Consulting
Role Overview:
To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients – HNIs and Ultra HNIs in order to provide expert relationship management experience.
– In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations.
– Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India – In synergy with corporate banking.
– Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that the bank stays ahead of competitors.
– Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients.
– Besides leading a small team, the position shall also manage key clients personally.
– Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products.
– Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams.
– Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.
– Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution.
Evaluation Criteria:
1. Self Revenue generated from mapped clients
2. Revenue generated from the team
To apply for this job please visit www.iimjobs.com.
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