Relationship Manager - Private Wealth - HNI/UHNI - NBFC

We are looking for Relationship Manager - Private Wealth for one of the leading NBFC @ multiple locations:

Primary responsibilities:

- Acquiring high value relationships into the private banking group.

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

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

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

- To expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention

- RM will focus on identifying and developing new opportunities to deliver advice and solutions to existing clients.

- Acquire new wealth management prospects through referrals.

- Apply the knowledge of wealth management and private business services within the team to expand existing client relationship.

Key Skills :

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory for all requirements

Educational Qualifications : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization

We would prefer someone who has an existing book (or a go getter with the zeal to start from scratch) with an experience of about 3-5 years or so in the private banking space.

Meenakshi
Team Inventivo