Relationship Manager - Private Banking A Leading Bank

Position Relationship Manager Private Banking

Job Purpose

To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques

Role & Responsibilities

• Acquisition of new Ultra HNI clients ( AUM INR 100 Crores) for Third Party (Wealth) and Banking Products.
• Ensure Customer level profitability
• Growth of AUM from Clients
• Financial and Investment Advisory to assist clients in achieving their shortterm and longterm investment goals via proper profiling and offering of various Investment products.
• Risk Profiling of Customers
• Superior & seamless Customer Service
• Cross Sell all Banking Products

Candidate Profile

• Minimum 3 years experience in Wealth Management of Ultra HNI Customers
• Graduation / Post Graduation ( Marketing or FInance)
• Certifications AMFI. NCFM. CAIIB IRDA
• Sales and Influencing Skills
• Knowledge of Banking products
• Relationship Management & Negotiation Skills
• Planning and Organizing skills
• Excellent Communication
• Knowledge of competition & Current Trends in Financial Industry

Wealth Management,Private Banking,Third party Distribution,Insurance,Mutual Funds,Equity,Capital Markets,Wealth Advisor,Financial Advisory,HNI,Ultra HNI