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Partner - Wealth Management - Bank (ZKL1+3)

Place of work Mumbai
Contract type Full-time
Start date -
Salary -

Job details

Job description, work day and responsibilities

We are seeking Partner for one of the established Private Bank which focuses on managing high-net-worth client portfolios, providing investment advice, and building strong client relationships, while also adhering to compliance and regulatory. Role/Job Title: Partner Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. Roles & Responsibilities: - Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by the Bank. - Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks. Secondary Responsibilities: - Ensure regulatory compliance. - High relationship management orientation; ability to forge effective relationships. - Strong focus on service delivery. - Execution-oriented, i.e. driven to achieve results. Managerial & leadership responsibilities: - Team development. - Ensuring the team is adequately staffed. Target achievement of team members. Education Qualification: - Graduation: Bachelor's in engineering / Technology / Math's / Commerce / Arts / Science / Biology /Business / Computers / Engineering / Management. Post-graduation: MBA, PGDM. Experience: 10-18 years of relevant experience. Location: PAN India(ref:iimjobs.com)

Company address

India
Maharashtra
Mumbai Show on map Get directions
Company Name: Wave HR & Advisory
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Offer ID: #1175897, Published: 2 days ago, Company registered: 3 months ago

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