Relationship Manager
4 weeks ago
PositionRelationship Manager Private Banking
JobPurpose
Toenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniques
Role &Responsibilities
- Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products.
- Ensure Customer level profitability
- Growth of AUM from Clients
- Financialand Investment Advisory to assist clients in achieving theirshortterm and longterm investment goals via proper profiling andoffering of various Investment products.
- RiskProfiling of Customers
- Superior & seamlessCustomer Service
- Cross Sell all BankingProducts
CandidateProfile
- Minimum 3 years experience in Wealth Management of UltraHNI Customers
- Graduation / Post Graduation (Marketing or FInance)
- Certifications AMFI.NCFM. CAIIB IRDA
- Sales and InfluencingSkills
- Knowledge of Bankingproducts
- Relationship Management &Negotiation Skills
- Planning and Organizingskills
- Excellent Communication
- Knowledge of competition & Current Trends inFinancial Industry
Wealth Management,PrivateBanking,Third party Distribution,Insurance,MutualFunds,Equity,Capital Markets,Wealth Advisor,FinancialAdvisory,HNI,Ultra HNI
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