Private Pioneer Relationship Manager

Private Pioneer Relationship Manager

Department:

Private Banking / Affluent Banking (Private Pioneer)

Location: PUNE , NAGPUR, SURAT, ANAND, VADODRA, AHEMDABAD, MUMBAI WESTERN AND SOUTH

Experience Required:

Minimum 510 years in Relationship Management, Wealth Management, or Priority Banking with a solid understanding of investment products and affluent client handling

Reports To:

Cluster Head Private Pioneer / Regional Head Wealth & Affluent Banking

Role Overview:

As a Private Pioneer Relationship Manager you will be responsible for managing and growing relationships with Affluent and Emerging High Net-Worth Individuals (HNI). This role focuses on offering a comprehensive suite of banking, lending, and wealth management solutions through a consultative approach. You will act as a trusted financial advisor, ensuring superior client experience and consistent portfolio growth.

Key Responsibilities:

Client Acquisition & Portfolio Management:

- Acquire new-to-bank affluent clients and build a robust portfolio.

- Manage an assigned portfolio of clients, ensuring high levels of satisfaction and retention.

- Provide end-to-end banking solutions, including savings, lending, and wealth management.

Wealth & Investment Advisory:

- Identify customer financial goals and recommend appropriate investment products.

- Offer advisory on Mutual Funds, Bonds, Insurance, Structured Products, and other third-party offerings.

- Conduct regular portfolio reviews and realign client strategies as per market outlook and financial goals.

Sales & Revenue Generation:

- Meet and exceed targets for liabilities, investment product penetration, and cross-sell of bank offerings.

- Drive revenue growth through active engagement and wallet share expansion.

Compliance & Risk Management:

- Ensure complete adherence to KYC, AML, and regulatory norms.

- Maintain thorough documentation and accurate client records.

Customer Experience:

- Deliver personalized banking and investment services aligned with the Private Pioneer proposition.

- Ensure quick turnaround on service requests through close coordination with operations and service teams.

Key Requirements:

Experience:

510 years of experience in Affluent/Wealth/Private Banking, Priority Banking, or Investment Advisory. Candidates with an existing book of affluent clients preferred.

Education:

Graduate degree required. MBA/PGDM in Finance, or relevant certifications like NISM, AMFI, CFP, NCFM, etc., will be an added advantage.

Skills Required:

- Strong financial acumen and understanding of wealth products.

- Excellent communication, relationship management, and client servicing skills.

- Proactive approach with a high degree of integrity and client-centric mindset.

- Ability to work independently and drive business targets.

Key Performance Indicators (KPIs):

- Monthly/quarterly AUM growth

- Wealth product penetration and cross-sell ratios

- New client acquisition and activation

- Revenue per customer

- Client satisfaction and retention scores

(NOTE: KINDLY THOSE APPLY WHO HAVE MINIMUM EXPERIENCE IN BANKING DOMAIN OR IN NBFC WITH PROPER KNOWLEDGE OF RETAIL BANKING PRODUCTS AND WEALTH PRODUCTS)