Posted By
Posted in
Sales & Marketing
Job Code
1560495
Job Title - Relationship Manager
Location: Bangalore, M.G. Road
Abput:
- Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements.
- We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool.
- You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space.
- Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes:
- Providing financial advice and implementing financial planning recommendations for high net-worth clients
- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
- Buying and selling stock on behalf of the client
Managing investments:
- Building client relationships and actively engaging in client acquisition
- Addressing client needs through effective application of bank products
- Referring clients to other areas of the bank to expand their banking relationship
- Assuring service quality and client satisfaction
- Complying with all bank policies and procedures
- Maintaining current knowledge of all banking products
What we'll offer you:
- As part of our flexible scheme, here are just some of the benefits that you'll enjoy
- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under child care assistance benefit (gender neutral)
- Flexible working arrangements
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
Your key responsibilities
- Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects.
- Prospecting to and On boarding your key client relationships to the DB WM platform
- Imbibe the DB values and culture and demonstrate these both in spirit and letter.
- Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely
- Share best practices from competition firms and help in strengthening DB product and services platform
Your skills and experience
- You should ideally have work experience of 15-20 years in the Wealth Management space.
- We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas.
- You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores.
- We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue.
How we'll support you
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
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Posted By
Posted in
Sales & Marketing
Job Code
1560495