Relationship Manager - Wealth Management - HNI Sales - Bank

This role is best-suited to people who can relate to other individuals and understand their financial needs. Provide a more personalized level of service to ultra-high net worth clients, individuals or families, corporates.

Our client is a leading bank with an experienced panel of financial experts looking to expand its base across the country. It provides tailor made financial products in order to cater to the needs to high net worth clients. Thus, is looking for a Private Banking/Wealth Management expert.

Key Responsibilities:

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile

- Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products

- Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines

- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks

- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth

- Achieve revenue objectives as assigned by the organization

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Requirements of a successful applicant:

- 6 - 8 years relevant work experience in a Wealth management/Private Banking platform

- Post graduate from a premier institute

- Self-starter, proactive & target oriented

- Strong networking & relationship building skills

- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results

What's on offer?

- Excellent career growth with market leading remuneration

- Opportunity to develop your career in the country's respected, innovative and successful bank