Manager/Chief Manager - Relationship Manager - Private Banking - HNI

Role : Relationship Manager - Private Banking

Grade : Manager/Chief Manager

Company : Bank

Location : Mumbai

Responsibilities :

- Offer Private Banking/ wealth management services through products like PMS,mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring high value relationships into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Relationship Management with HNIs/NRIs and CIOs of Family Offices

- To achieve sales targets in terms of income generated across all advisory products

- To execute cross sell efforts as per focus of the bank at any given point in time.

- To keep one self updated on the financial markets and in advisory products / services in particular.

- To acquire new clients in the targeted HNI segment from outside the bank.