Job Description
Roles and Responsibility
Strategy
• Drive profitable growth by acquiring, developing, and servicing long-term relationships with HNW clients
Business
• Accountable for the performance of individual's own client book.
• Deliver NNM, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
• Generate healthy pipeline of target market prospects and convert them into clients.
• Grow client portfolio size by deepening existing customer relationships.
• Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
• Deliver, monitor and review solutions to clients based on client investment profile.
• Conduct periodic reviews of client accounts in accordance with established procedures.
• Deliver profitable growth by controlling costs and mitigating operational losses.
• Deliver positive client performance in line with client investment profiles
Processes
• Support the continuous improvement of processes to increase operational efficiency and effectiveness.
• Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
• Ensure sales management, suitability and onboarding processes are applied appropriately.
People and Talent
• Collaborate with support functions, business partners, and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
Risk Management
• Do what is right in order to avoid reputational risks and operational losses.
• Understand the risk and control environment within area of responsibility and drive rectification as required.
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.
Strategy
• Drive profitable growth by acquiring, developing, and servicing long-term relationships with HNW clients
Business
• Accountable for the performance of individual's own client book.
• Deliver NNM, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
• Generate healthy pipeline of target market prospects and convert them into clients.
• Grow client portfolio size by deepening existing customer relationships.
• Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
• Deliver, monitor and review solutions to clients based on client investment profile.
• Conduct periodic reviews of client accounts in accordance with established procedures.
• Deliver profitable growth by controlling costs and mitigating operational losses.
• Deliver positive client performance in line with client investment profiles
Processes
• Support the continuous improvement of processes to increase operational efficiency and effectiveness.
• Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
• Ensure sales management, suitability and onboarding processes are applied appropriately.
People and Talent
• Collaborate with support functions, business partners, and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
Risk Management
• Do what is right in order to avoid reputational risks and operational losses.
• Understand the risk and control environment within area of responsibility and drive rectification as required.
• Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.
💡 Quick Summary
Seeking a career-building opportunity? The Director| Private Banking Client position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.