Client: Leading Bank in India
Job Role:
- This position will be responsible for creating better synergies between the Emerging Corporates Group & Wealth Management division. It will be a one stop shop to provide a holistic financial solution to high net worth individuals in terms of Investment advisory & Banking solutions.
- The incumbent will be on the wealth platform and will be responsible for Personal Banking & Business Banking.
- Acquisition of business for the region through open / direct channels
- Acquire New Clients for the firm through investment mandate or banking products
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
- To sell Banking products (Treasury - FX, Asset based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and to service the clients
- To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence
- To understand client business models, trade related activities, cash flows etc. and identify opportunities and anticipate possible problems
- To be alert on competitive elements in the target segments
- Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes
- Constantly have a rapport with the operating units to customize and develop solutions
- Adhere to all company processes and policies, and carry the bank's brand through developed functional and behavioral skills
- Overall 4-10 years experience in acquisition and/ or relationship management
- Excellent written and oral communication skills
- Strong Organizational Skills
- Strong Communication and Interpersonal Skills
- Experience in financial services field
- Teamwork and Collaboration
- Relationship Management
- MBA/ CA/ Post Graduate
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