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15/01 Veni Rawal
Founder at Suche Consultants

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Affluent Relationship Manager - Bank (7-15 yrs)

Bangalore/Chennai/Cochin/Kochi/Delhi/Hyderabad/Mumbai/Pune Job Code: 785801

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 i.e. 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

Women-friendly workplace:

Maternity and Paternity Benefits

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