Job Description
Relationship Manager Private Banking
Organization: India's largest private bank
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type: Individual Contributor
Job Location: Mumbai
Experience Required(yrs): 4 - 7
Key Responsibilities:
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products insurance, asset allocation, bonds and derivatives.
- Identify potential customers who can be sold tailored products to enhance product penetration
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
- Outstanding personal and professional network within the HNW segment
- Proven track record of minimum 4-7 years of relevant experience in client acquisition and management of wealth for HNI and private clients
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 1crs, 0.75 cr and 0.55 cr.
- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
- Excellent presentation and social skills, you are able to listen, guide and advise external and also internal partners
- Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
- Entrepreneurial and innovative approach in the identification of business opportunities, paired with a results-driven work approach and high level of flexibility and ownership
- Technology driven mindset
- MBA or degree from a university or an institute of higher education
- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
Qualification:
- Graduation/Post-Graduation: Marketing/Finance
Desired Certifications:
- AMFI Certification
- NCFM Certification (Optional)
Organization: India's largest private bank
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type: Individual Contributor
Job Location: Mumbai
Experience Required(yrs): 4 - 7
Key Responsibilities:
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products insurance, asset allocation, bonds and derivatives.
- Identify potential customers who can be sold tailored products to enhance product penetration
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
- Outstanding personal and professional network within the HNW segment
- Proven track record of minimum 4-7 years of relevant experience in client acquisition and management of wealth for HNI and private clients
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 1crs, 0.75 cr and 0.55 cr.
- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
- Excellent presentation and social skills, you are able to listen, guide and advise external and also internal partners
- Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
- Entrepreneurial and innovative approach in the identification of business opportunities, paired with a results-driven work approach and high level of flexibility and ownership
- Technology driven mindset
- MBA or degree from a university or an institute of higher education
- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
Qualification:
- Graduation/Post-Graduation: Marketing/Finance
Desired Certifications:
- AMFI Certification
- NCFM Certification (Optional)
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Private Banking |5|10 yrs position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.