• Affluent Relationship Manager - Bank Jobs in Bangalore,India - 25132589

  • Suche Consultants

Job Description:

Nature of Relevant Work Experience Required

Private Banking / Wealth Management experience in a Bank / Investment Advisory firm / Brokerage House / Boutique Wealth Management firm


Key Result Areas

- Manage (retain and enhance) the relationships of up to 75 UHNI customers, their family and business entities

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective clients Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics

Key Relationships Internal

- All stakeholders ie Service team, Operations, IT, Wealth Specialists, Research, Product

- Key stakeholders in other business departments and subsidiaries

Competencies Required

- Excellent working knowledge of financial products across different asset classes and investment concepts

- Knowledge and understanding of Indian and Global financial markets and active interest in the same

- Knowledge of corporate banking products and services

- Strong verbal / written communication skills Multiple languages would be an added advantage

- Strong sales mindset, business acumen

- High aptitude for client relationship management and business development

- Excellent teamwork skills and ability to influence cross functional teams

Academic Qualifications Required

- CA / CFA / Business Management or other relevant Post Graduate degree

- AMFI & IRDA certification

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 18th May 2020

Key Skills:

These free online tutorials may interest you

People who search this job also searched for the following Keywords


Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status