RB - Affluent Business:Partner
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients' needs and risk profile
Key Responsibilities
• Create and execute the plan for acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
• Provide inputs to the product and research team for any new products that the customer requires
• Recommend products & services as per client financial needs and risk profile
Qualifications:
Optimal qualification for success on the job is:
• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI & IRDA certification
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
Key Responsibilities
• Create and execute the plan for acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
• Provide inputs to the product and research team for any new products that the customer requires
• Recommend products & services as per client financial needs and risk profile
Qualifications:
Optimal qualification for success on the job is:
• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI & IRDA certification
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
2 page views
Related listings
-
Inside Sales ExecutiveBankSales / Retail / Business Development / Counseling Job Description • Give clear and accurate information of the current immigration laws & policies. • Provide a fair and neutral evaluation of a candidate’s profile. • Provide insights into the opt...2026/11/10
-
Inside Sales ExecutiveBankSales / Retail / Business Development / Counseling Job Description • Give clear and accurate information of the current immigration laws & policies. • Provide a fair and neutral evaluation of a candidate’s profile. • Provide insights into the opt...2026/11/10
-
Graduate FemaleBankCANDIDATE PROFILE Commerce or Management Graduate Fluent in English Proficient in MS Office (Word, Excel) Able to join by 8th Feb 2023 JOB DESCRIPTION Emailing Operations Billing Loan Transaction facilitation Vendor payments Data Compilation Financia...2026/11/10