Job Description
Industry - Banking / Financial Services / Broking Category - Finance Skills - Wealth Management, Private Wealth, Corporate Relationship Managers, Private Bankers Job Type - Permanent Job Description - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments - Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Client Details Hiring organization is a leading banking setup with a pan India presence. Description Key deliverables: - Monitor and address HNI clients banking and Investment requirements - Identifying client in relevant segments - Prospecting and engagements - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments) - Leverage marketing and other tools to augment sales and relationship - Ensure client retention and increase in wallet share - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals - Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile Profile Successful Candidates: - Ability to manage relationships to improve relationship value of new & existing Clients - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory requirements Job Offer - Utilize the firm's client-centered wealth management philosophy to guide your advisory services with an individual client base - Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan - Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goal - Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon ++1 22 4236 3216. The Apply Button will redirect you to website. Please apply there as well
💡 Quick Summary
Seeking a career-building opportunity? The Associate Director | Private Wealth | Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
