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RM/ Sr. RM

2 months ago

Delhi, India Vrinda Global Full time
Vrinda Global

is hiring for one of the leading Bank in Private Banking department. Details are mentioned below:

Job Title

- RM/ Sr. RM - Private Banking

Department

- Private Banking

Location

- Delhi, Kolkata

Job description:To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries WealthAnticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that the organization stays ahead of competitorsMaintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clientsEnsure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client levelShowcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all productsContributing to the development of new products and services, by channelizing self and customer feedback to the respective Program TeamsEnsure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customersParticipate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institutionThe position shall be evaluated basis overall profitability & relationship at a RM level as well as client levelThe position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

Other inputs:Average Customer Threshold to be considered for the RMs should be 5 crs for a relationship. Number of customers that the candidate is managing could be less.Relevant Experience in Private Wealth should be 3-5 years with overall experience upto 10 yrsCandidate should have an understanding of Liability Business Generation (CASA & TD) , Asset Relationship and Wealth Products