Relationship Manager - Pioneer Personal Banking

A Relationship Manager for Pioneer Personal Banking focuses on acquiring and deepening relationships with high-net-worth (HNI) and affluent clients. The role combines sales, client service, and wealth management to achieve revenue targets and ensure client satisfaction.

Key Responsibilities :

• Client Acquisition: Generate new business and expand the client base by acquiring high-net-worth customers through proactive sales calls, referrals, and networking.
• Relationship Management: Build and maintain long-term, trusting relationships with existing clients to increase their wallet share and retain them. This involves acting as the main point of contact and providing personalized attention.
• Financial Advisory: Understand clients financial goals and objectives to provide tailored banking and investment solutions. This includes advising on a wide range of products, such as mutual funds, bonds, insurance, lending, and other bank offerings.
• Portfolio Management: Conduct regular reviews of client portfolios to realign strategies based on market outlook and financial goals.
• Sales and Cross-selling: Identify and capitalize on opportunities to cross-sell and upsell products and services to existing clients to meet defined sales and revenue targets.
• Customer Service: Ensure an exceptional client experience by promptly addressing inquiries, resolving service issues, and coordinating with other departments like operations.
• Compliance and Risk Management: Ensure strict adherence to regulatory norms, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
• Performance Tracking: Monitor and manage key performance indicators (KPIs) such as AUM growth (Assets Under Management), new client acquisition, and cross-sell ratios