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Mamta Rani

HR Executive at V-Konnect

Last Login: 05 July 2023

Job Views:  
122
Applications:  35
Recruiter Actions:  13

Job Code

1135005

Relationship Manager - Wealth - Private Banking

Posted 2 years ago
Posted 2 years ago

Private Banking - Wealth RM_ Bank_ Delhi NCR


- Responsible for managing Key Clients - HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)

- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/Promotors/Directors/CFOs/Corporate Treasuries Wealth

- Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors

- Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients

- Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level

- Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers

- Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution

- The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level

- The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

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Posted By

user_img

Mamta Rani

HR Executive at V-Konnect

Last Login: 05 July 2023

Job Views:  
122
Applications:  35
Recruiter Actions:  13

Job Code

1135005

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