Relationship Manager/Senior Relationship Manager
Published date: 2024/01/10
- Location: India
This position is with India's Largest Private Bank that has mandated Hireginie to scout Talent for its Private Banking Group.
Job Purpose:
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type:
Individual Contributor
Job Location:
Locations Mumbai, Pune, Bangalore, Hyderabad, DelhiNCR, Kolkata
Experience Required(yrs): - 8 Yrs
Key Responsibilities:
• Offer Private Banking/wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
• Identify potential customers who can be sold tailored products to enhance product penetration
• Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
• Outstanding personal and professional network within the HNW segment
• Proven track record of minimum 36 years of relevant experience in client acquisition and management of wealth for HNI and private clients
• Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
• Service the banking requirements of the super HNI clients.
• To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.
• Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
• Excellent presentation and social skills, you are able to listen, guide and advise external and also internal partners
• Drive and motivation to work in a target oriented and highperformance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
• Entrepreneurial and innovative approach in the identification of business opportunities, paired with a resultsdriven work approach and high level of flexibility and ownership
• Technology driven mindset
• MBA or degree from a university or an institute of higher education
• Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
Qualification:
• Graduation/Post-Graduation: Marketing/Finance
Desired Certifications:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA
Key Skills and Persona
• Planning and Organizing Skills
• Knowledge of Competition & Current trends in financial Industry
• Having a pleasing personality and effective communication skills
• Ability to engage super HNI and private banking clients
• Must have private banking and wealth management experience in large banks.
Job Purpose:
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.
Role Type:
Individual Contributor
Job Location:
Locations Mumbai, Pune, Bangalore, Hyderabad, DelhiNCR, Kolkata
Experience Required(yrs): - 8 Yrs
Key Responsibilities:
• Offer Private Banking/wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
• Identify potential customers who can be sold tailored products to enhance product penetration
• Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints
• Outstanding personal and professional network within the HNW segment
• Proven track record of minimum 36 years of relevant experience in client acquisition and management of wealth for HNI and private clients
• Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
• Service the banking requirements of the super HNI clients.
• To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.
• Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
• Excellent presentation and social skills, you are able to listen, guide and advise external and also internal partners
• Drive and motivation to work in a target oriented and highperformance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations
• Entrepreneurial and innovative approach in the identification of business opportunities, paired with a resultsdriven work approach and high level of flexibility and ownership
• Technology driven mindset
• MBA or degree from a university or an institute of higher education
• Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
Qualification:
• Graduation/Post-Graduation: Marketing/Finance
Desired Certifications:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA
Key Skills and Persona
• Planning and Organizing Skills
• Knowledge of Competition & Current trends in financial Industry
• Having a pleasing personality and effective communication skills
• Ability to engage super HNI and private banking clients
• Must have private banking and wealth management experience in large banks.
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