Relationship Manager

Job Description: Relationship Manager High Net Worth (HNW)

Company: A Leading Private Sector Bank

Position: Relationship Manager High Net Worth (HNW)

Interview Dates: 20th March 2024 & 21st March 2024

About Bank: Bank is a leading private sector bank in India committed to providing innovative financial solutions and excellent customer service. With a focus on building strong and lasting relationships we strive to cater to the unique needs of our clients especially those with high net worth.

Job Description: As a Relationship Manager High Net Worth (HNW) at Bank you will be responsible for managing and nurturing relationships with our high net worth clients. You will work closely with affluent individuals to understand their financial goals and provide personalized wealth management solutions. This role requires a deep understanding of financial products strong communication skills and a proactive approach to client engagement.

Key Responsibilities:

1. Develop and maintain relationships with high net worth clients to understand their financial objectives risk tolerance and investment preferences.

2. Provide tailored financial advice and wealth management solutions to meet clients' individual needs and objectives.

3. Act as a trusted advisor offering guidance on investment opportunities asset allocation and portfolio management strategies.

4. Collaborate with internal teams to ensure seamless execution of client transactions and services including banking investment and wealth planning solutions.

5. Stay updated on market trends regulatory changes and industry developments to provide informed advice and recommendations to clients.

6. Drive revenue growth through effective crossselling and upselling of banking and investment products and services.

Qualifications and Experience:

1. Bachelor's degree in Finance Business Administration Economics or related field.

2. Minimum of 3 years of experience in wealth management private banking or related financial services role with a proven track record of managing high net worth clients.

3. Strong understanding of financial products and services including mutual funds equities bonds alternative investments and wealth planning solutions.

4. Excellent communication and interpersonal skills with the ability to build rapport and trust with clients.

5. Professional certifications such as CFP CFA or MBA in Finance will be an added advantage.

6. Proactive attitude selfmotivated and driven to deliver exceptional customer service and achieve business targets.

Interview Details: Date: 20th March 2024 & 21st March 2024

Time: 11:00 AM 4:00 PM

Venue: Bank Nasar Enclave Shop no 2 N.S Phadke Road Juhu Galli Andheri West

Note: Please bring your updated resume along with any relevant documents.

Join us in shaping the future of wealth management and delivering unparalleled value to our high net worth clients. We look forward to meeting you at the interview.