Job Description

Job Duties & Responsibilities

Quality engagement with Emerging Affluent and Treasures clients to retain and developing sustainable relationships Ensure effective and efficient on-boarding, client coverage and client economics. Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations. Establish relationships with the client's basis opportunities identified by key acquiring channels such as SME / CEP/IBG/ DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria. Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc. Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance

Required Experience

2-3 years of experience servicing high net worth clients at a financial institution / KPO While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial. Good knowledge of wealth management products, both investment and insurance Customer oriented and able to capture customer financial needs Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage.

Education / Preferred Qualifications

University level education, preferably in finance, business or a related discipline. Postgraduation in marketing or finance or banking would be desirable

Core Competencies

Selling and team influencing skills to grow customer numbers and customer product uptake People Management Communication Skills Drive for Action Ability to work in an ambiguous environment Excellent understanding of the Bank's Strategy and ability to interpret this and execute effectively to grow customer wallet share Proven track record in execution of sales or marketing strategy that resulted in business growth

Work Relationship

Ensuring remote coverage and engagement of customers along with Branch teams for support. Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives.
Job Type: Full-time

Pay: ?500,000.00 - ?900,000.00 per year

Experience:

Banking: 2 years (Required) HNI Sales: 2 years (Required)
Location:

Pune, Maharashtra (Required)
Work Location: In person