Relationship Manager/Sr Relationship Manager Private BankingThis 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 : Required(yrs) :3 - 8 YrsKey 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 3-6 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 high-performance 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 results-driven 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 marketQualification:- Graduation/Post-Graduation: Marketing/Finance Desired Certifications:- AMFI Certification- NCFM Certification (Optional)- CAIIB- IRDAKey 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 (ref:updazz.com)
updazz .com
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