Affluent Relationship Manager- BB HH

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Designation: Affluent Relationship Manager- Wealth Management

Grade: Deputy Vice President/ Associate Vice President

Location: Across Delhi

Industry: Banking

Education: Graduate/ MBA

CTC: Up to 25 LPA

Exp. Portfolio/ Relationship Management (100 Cr.) from banks/NBFCs.

Role Summary:

As an Affluent Relationship Manager you will be the primary point of contact for our affluent client base providing exceptional service and building long-lasting relationships. Your role involves understanding client needs offering personalised financial advice and delivering innovative solutions. You will collaborate with various teams to ensure a seamless client experience and drive business growth.

Responsibilities:

Develop and execute strategic plans to acquire and retain affluent clients.
Build and maintain strong relationships with clients understanding their financial goals and objectives.
Offer personalised financial advice and solutions including investment strategies wealth management and banking services.
Collaborate with product specialists and experts to provide comprehensive financial planning.
Stay updated with market trends and industry developments to offer relevant and timely advice.
Conduct regular client meetings reviews and portfolio rebalancing.
Ensure compliance with regulatory requirements and internal policies.
Cross-sell and up-sell bank products and services to existing clients.
Identify and refer potential high-net-worth individuals to the banks private banking division.
Participate in networking events and industry conferences to expand the banks network.

Qualifications

Bachelors degree in finance Business or a related field.
Minimum 7 years of experience in relationship management of premium HNI clients.
Strong knowledge of investment products wealth management and banking services.
Excellent communication and interpersonal skills with a client-centric approach.
Ability to build trust and rapport with high-net-worth individuals.
Analytical skills to interpret financial data and market trends.
Proficiency in using CRM systems and financial planning tools.
Strong networking and relationship-building abilities.
NISM/IRDA/AMFI certification will be an advantage.
Ability to work independently and manage a diverse client portfolio.

Interested candidates please submit your updated CV here:

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Designation: Affluent Relationship Manager- Wealth Management Grade: Deputy Vice President/ Associate Vice President Location: Across Delhi Industry: Banking Education: Graduate/ MBA CTC: Up to 25 LPA Exp. Portfolio/ Relationship Management (100 Cr.) from banks/NBFCs. Role Summary: As an Affluent Re...