AVP Premier Relationship Manager

Location: Noida Uttar Pradesh India
Work Arrangement: On-site
Employment Type: Full-time

One of our banking clients is looking for an experienced professional to join its International Wealth & Premier Banking team as an AVP Premier Relationship Manager.

The role focuses on developing and expanding Premier relationships with high-net-worth individual (HNI) clients achieving business targets providing comprehensive banking and financial advisory services and delivering a high standard of customer service.

• Maximize profit and growth of Premier client portfolios by developing new and existing relationships.

• Achieve financial targets through effective client engagement and service delivery.

• Conduct regular client reviews to understand needs and recommend suitable products and services.

• Cross-sell products.

• Build and maintain strong client relationships to ensure retention and satisfaction.

• Need-based selling.

• Utilize client relationship management tools to keep client information accurate and up to date.

• Develop strategies to increase wallet share and manage a prospect pipeline effectively.

• Work as part of an integrated branch management team to meet standards and deliver operating models.

• Collaborate with colleagues across the business to support client needs and achieve performance measures.

• Ensure compliance with policies including KYC AML and sanctions guidelines.

• Manage operational risk and adhere to sales quality requirements.

• Attend mandatory training and report any unusual activities promptly.

• Support team members and contribute to a positive work environment.

• Establish a network of internal relationships and gather feedback from colleagues and clients.

• Educational Background: Bachelors degree or equivalent professional experience.

• Industry Experience: More than 5 years of relevant experience.

• Sales Achievements: Demonstrated success and experience in wealth products.

• Client Relationship Management: Proven experience managing relationships with high-net-worth clients.

• Wealth Management Expertise: Strong technical skills in wealth management.

• Communication & Influence: Excellent communication skills with a focus on client engagement and influence.

• Sales & Networking Skills: Strong orientation towards sales networking and portfolio management.

• Product Knowledge: Comprehensive understanding of financial services products services and client relationship management systems.

• Business Banking Insight: Familiarity with business banking client segments and related products and services.

• Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.

• Risk Management: Ability to collaborate effectively with Compliance Credit & Risk and Internal Control teams to maintain a balanced risk environment.

• Language Proficiency: Proficient in English and local languages.

Professional and regulatory certifications such as AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) are required as per market requirements.

• Familiarity with AI-enabled tools is an advantage.

• Mandatory completion of Anti-Money Laundering and Sanctions training and post-course assessment as required.

If your experience aligns with the above requirements you can apply for this opportunity through the recruitment process.