Job Description
Senior Banking Partner – Pioneer Banking (Wealth Management)
About ANTAL
Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.
We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner companies and help them find exceptional talents who can add value to the organization.
About Client
Our client is one of India's leading financial services brand. We are the preferred banking solutions provider and partner for approximately 41 million customers across the country, including individuals, large corporations, various government entities and PSUs. Our banking network spans 3013 branches/ banking outlets and 2+88 ATMs spread across India, covering 1,60,000 villages, and we also have representative offices in London, Dubai and Abu Dhabi. The Bank offers a wide range of products and services for individuals and corporates, including microfinance, personal loans, personal and commercial vehicle loans, credit cards and SME loans.
Send CV to [email protected]
DESIGNATION:
Senior Banking Partner – Pioneer Banking (Wealth Management)
LOCATION:
Delhi (Bikaji Cama place)
EDUCATIONAL QUALIFICATION:
Essential requirement:
MBA (IRDA / AMFI mandatory)
Post Graduation (IRDA / AMFI mandatory
EXPERIENCE:
8-15 Years
Job Description:
• Relationship management of the premium customer segment of the Bank
• Generate new business to achieve defined sales targets across various Banking and wealth products
• Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues
• Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth
• Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs
• Manage the portfolio to de-risk against attrition and achieve stability of book
• Deliver on key performance indicators at the highest level
• Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings
• Ensure training and certifications as per the Bank’s policies and regulatory requirements
• Awareness of and compliance to all policies and procedures of the Bank
Sales:
• 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.
Integration Management
• 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.
Desired Skills and Expertise:
• Strong team player the ability to work on own initiative.
• Excellent communication skills, client focus and negotiation skills.
• Good at presentation skills.
• Sound knowledge of client relationship management system and wealth products & services.
About ANTAL
Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.
We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner companies and help them find exceptional talents who can add value to the organization.
About Client
Our client is one of India's leading financial services brand. We are the preferred banking solutions provider and partner for approximately 41 million customers across the country, including individuals, large corporations, various government entities and PSUs. Our banking network spans 3013 branches/ banking outlets and 2+88 ATMs spread across India, covering 1,60,000 villages, and we also have representative offices in London, Dubai and Abu Dhabi. The Bank offers a wide range of products and services for individuals and corporates, including microfinance, personal loans, personal and commercial vehicle loans, credit cards and SME loans.
Send CV to [email protected]
DESIGNATION:
Senior Banking Partner – Pioneer Banking (Wealth Management)
LOCATION:
Delhi (Bikaji Cama place)
EDUCATIONAL QUALIFICATION:
Essential requirement:
MBA (IRDA / AMFI mandatory)
Post Graduation (IRDA / AMFI mandatory
EXPERIENCE:
8-15 Years
Job Description:
• Relationship management of the premium customer segment of the Bank
• Generate new business to achieve defined sales targets across various Banking and wealth products
• Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues
• Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth
• Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs
• Manage the portfolio to de-risk against attrition and achieve stability of book
• Deliver on key performance indicators at the highest level
• Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings
• Ensure training and certifications as per the Bank’s policies and regulatory requirements
• Awareness of and compliance to all policies and procedures of the Bank
Sales:
• 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.
Integration Management
• 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.
Desired Skills and Expertise:
• Strong team player the ability to work on own initiative.
• Excellent communication skills, client focus and negotiation skills.
• Good at presentation skills.
• Sound knowledge of client relationship management system and wealth products & services.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Banking Partner | Pioneer Banking |Wealth Management position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
