Market Head - Private Banking - Banking & Financial Services

Designation: Market Head - Private Banking

Industry: Banking / Wealth Management

Department: Private Banking

Location: Kolkata

Role Objective:

To lead and drive the Private Banking business for the assigned market by managing a team of Relationship Managers, acquiring and deepening relationships with HNI and UHNI clients, driving AUM and revenue growth, and ensuring superior client experience while maintaining regulatory compliance.

Key Responsibilities:

- Drive overall business growth, AUM, revenue, and profitability for the assigned market.

- Lead, mentor, and manage a team of Private Banking Relationship Managers.

- Acquire and manage HNI, UHNI, and affluent client relationships.

- Drive client acquisition, portfolio growth, cross-selling, and wealth management solutions.

- Develop market-specific business strategies to achieve sales and revenue targets.

- Build strong relationships with key clients, business owners, promoters, and affluent families.

- Ensure effective portfolio management, client retention, and customer satisfaction.

- Monitor team performance, sales productivity, and business pipeline through regular reviews.

- Collaborate with product, investment, and other business teams to provide comprehensive financial solutions.

- Ensure adherence to internal policies, RBI guidelines, and applicable regulatory requirements.

Ideal Candidate Profile:

- 12 - 18 years of experience in Private Banking, Wealth Management, or HNI Banking.

- Strong experience in managing and growing HNI/UHNI client portfolios.

- Proven track record in business development, AUM growth, and revenue generation.

- Experience in leading and managing a team of Relationship Managers.

- Strong understanding of investment products, wealth management, and financial markets.

- Excellent client relationship management, leadership, and stakeholder management skills.

- Strong market network and client acquisition capabilities.

Key Skills:

- Private Banking, HNI/UHNI Client Management, Wealth Management, AUM Growth, Revenue Generation, Team Leadership, Client Acquisition, Investment Advisory, Portfolio Management, Cross-Selling