Relationship Manager - Wealth - Private Banking (3-20 yrs) Bangalore/Chennai/Delhi/Goa/Mumbai/Pune (BFSI Sales/Marketing)
Recruitment Firm
-18m ago
source :

Urgently looking out for the candidates who had experience in Wealth Private Banking from reputed Bank .

Relationship Manager : Private Banking

Department : Private Banking

Grade : Sr. Manager / AVP

Tasks :

  • Offer Private Banking / wealth management services through products like 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.
  • Service the banking requirements of the super HNI clients.
  • To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr, and 0.5 cr.
  • 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.
  • Should be AMFI certified.
  • ref :

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