Relationship Manager - Private Banking

Job Duties & responsibilities

• Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM = >INR 6cr.
• Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM.
• A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
• Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements.
• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

Required Experience

• Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR.
• The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments.
• MBA / CA or equivalent from a premium institute.
• Sound understanding of financial planning and wealth management products in India.
• In-depth knowledge of local market and competition Core Competencies.
• Effective probing and listening skills.

Core Competencies

• Effective probing and listening skills.

• Strong Relationship Management and influencing skills. 

• Self-driven and ambitious.

• Good written and verbal communication skills.

• Results-oriented, analytical and ability to deliver results under pressure.

• Understanding of competitive positioning.

• Strong service orientation, customer-centric behavior.