Job Description
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 - 8 Yrs
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 3-6 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 1.00 crs, 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
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 - 8 Yrs
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 3-6 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 1.00 crs, 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
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager|Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, Maharashtra 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.
