Relationship Manager - Private Banking (7-20 yrs)

- Client servicing: Provide services to high net worth (HNI) and ultra-high net worth (UHNI)Private Banking clients

- Client engagement: Providing services to clients based on their needs, and strategizing to activate inactive accounts

- Client relationship: Building and maintaining relationships with clients, and ensuring they trade actively

- Market knowledge: Staying up to date with market news, financial trends, and current affairs

- Revenue generation: Working with the sales team to generate revenue from existing clients

- Compliance: Ensuring compliance with dealing regulations and KYC/SEBI rules

- Wealth creation: Developing and implementing a plan to help clients create, preserve, and enhance their wealth

- Product knowledge: Showcasing the product suite to clients

- Investment advice: Advising clients on investment options and potential risks