Private Banking Wealth Professional - Ultra Segment - Bank

Hiring for Private Bank- Private Banking Wealth - Ultra Segment-Delhi/Chandigarh/ Lucknow

Job Role : Burgundy (New Channel ultra Segment)

- Manage (retain and enhance) the relationships of up to 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

Key Result Areas :

- Manage (retain and enhance) the relationships of up to 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