Wealth Manager - Pioneer Banking
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Job Description
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
2) Achieve the Targets set in terms of product mix.
3) 360 degree coverage of client needs across his personal & business banking/financial needs.
4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.
6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
7) Manage the portfolio to de-risk against attrition and achieve stability of book.
8) Manage the key performance indicators at the highest level.
9) Manage the customer transition with utmost sensitivity.
10) Ensure compliance with these policies and procedures on an ongoing basis.
11) Any suspicious transaction must immediately be reported to the supervising officer.
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Date Posted: 09/07/2025
Job ID: 121277451
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About Company
QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.
Last Updated: 09-07-2025 11:20:55 AM
