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Consultant at Michael Page International
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AVP/Associate Director - Private Wealth Management - Banking (5-15 yrs)
About the Client :
Client is a leading banking setup with strong pan India presence.
Key deliverables:
- Monitor and address HNI clients banking and Investment requirements
- Identifying client in relevant segments
- Prospecting and engagements
- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)
- Leverage marketing and other tools to augment sales and relationship
- Ensure client retention and increase in wallet share
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals
- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
Successful Candidates:
- Ability to manage relationships to improve relationship value of new & existing Clients
- 5 - 12 years experience in wealth experience in private wealth in Delhi NCR or Mumbai
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and ability to work under pressure
- Ensure compliance with key regulatory requirements
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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