Senior Wealth Relationship Professional

1 week ago

Tiruppur, Tamil Nadu, India beBeeRelationship Full time ₹ 1,70,000 - ₹ 2,80,000
Job Opportunity: Senior Affluent Wealth Relationship Manager

We are seeking a highly skilled and experienced Senior Affluent Wealth Relationship Manager to join our team. This is an excellent opportunity for individuals who possess a strong passion for building long-term relationships with high net worth clients.

Key Responsibilities:
  1. Meet ambitious targets for HNI/TPP growth, ensuring alignment with business objectives.
  2. Achieve individual Private Banking Group (PBG) targets across Top Performing Partnerships (40%), focusing on absolute level achievements.
  3. Ensure that all set banking targets are met, prioritizing defined income objectives.
  4. Promote customer-level profitability objectives for both self and team members (10%), targeting minimum Rs 1,00,000 per customer from 75% of the self-base for Relationship Managers and self & team level for Senior Relationship Managers.
  5. Drive AUM Growth objectives for self and team members (10%), striving for at least 10% growth in AUM for self-base for Relationship Managers and self & team level for Senior Relationship Managers.
  6. Maintain client sign-on objectives as defined by Business Heads (10%), including new-to-bank clients, while fostering conversions from existing bank clients to eligible managed clients.
  7. Foster exceptional Customer Relationship Management (CRM), ensuring high-quality interactions updated in the CRM system according to desk requirements.
  8. Adhere to established Client Contact Management and Personal Meetings policies, updating CRM entries within prescribed timelines.
Required Skills and Qualifications:
  • Strong understanding of financial markets, economic trends, and product knowledge – CA, Trade & Forex, CMS, and Asset products (CC, OD, TL, Export Finance).
  • Self-motivated individuals with excellent communication and interpersonal skills.
  • Ability to handle complex client requirements.
Essential Experience:
  • Minimum experience: 2 years.
  • Wealth management experience is preferred, along with retail relationship management profiles.
Major Stakeholders:
  • Customers.
  • Branch Banking Team.
  • Operations.
  • Product Team.
  • Treasury.
  • HLIC.
  • Insurance CAM.
  • MF Fund houses personnel.
  • HSL personnel.

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