Priority / NRI / Burgundy Relationship Manager - Banking

2 weeks ago

Bengaluru, Karnataka, India AV Global Advisory Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Immediate requirement for Leading bank

we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.

Experience Required: 5- 10 years in HNI, NRIwealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

  • Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.
  • Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.
  • Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs.
  • Risk Profiling: Identify the client's risk profile and tailor solutions accordingly.
  • Investment Products: Identify and propose potential investment products based on client requirements.
  • Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.
  • New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.
  • Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients.
  • Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service.
  • Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.
  • KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.
  • Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.
  • Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.

Interested applicants can call or WhatsApp profiles to

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