Relationship Manager
Published date: 2024/01/10
- Location: Karnataka, Bengaluru, India
MNC Bank/Private Banking - Relationship Manager
- The role of the Private Banking Relationship Manager (RM) is to understand client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios.
- Acquire High Net-worth Clients & mine existing relationships.
- Facilitate FCNR / INR deposits as per the applicable product framework as part of overall asset allocation.
- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes.
- Active review and re balancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation.
- Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Private Banking - Singapore
- Responsible for ensuring regulatory compliance as laid down by relevant teams/authorities at all times.
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment
- The role of the Private Banking Relationship Manager (RM) is to understand client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios.
- Acquire High Net-worth Clients & mine existing relationships.
- Facilitate FCNR / INR deposits as per the applicable product framework as part of overall asset allocation.
- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes.
- Active review and re balancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation.
- Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Private Banking - Singapore
- Responsible for ensuring regulatory compliance as laid down by relevant teams/authorities at all times.
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment
0 page views
Related listings
-
Hiring Regional Business LeaderBankHiring Regional Business Leader : SEB With a Leading Bank Skillventory - New Delhi, Delhi Job details Job Type Full-time Full Job Description Hiring Regional Business Leader : SEB With a Leading Bank From 10 to 20 year(s) of experience ₹ Not Disclose...2026/11/09
-
Relationship OfficerBankHandle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. · Speed and efficiency of service given · Sales targets for banks and invest...2026/11/09
-
OFFICERBankOFFICER - ASSET OPERATIONS - Delhi HO (Noida) North 2201-Delhi HO, Noida, Uttar Pradesh, India Department NORTH ASSET OPERATIONS Job posted on Dec 27, 2022 Employee Type Permanent Experience range 5 years - 8 years Coordinate with business and Vendor...2026/11/09