Relationship Manager - Private Banking

Relationship manager - Private Banking

Company : A Private Sector bank

Location : Mumbai

Role : Relationship Manager - Private Banking

Responsibilities :

The position will be directly responsible for interfacing and engaging with clients on a day to day basis. This position requires to advice about investment & asset products. The position will be responsible for ensuring all banking and financial requirements of the client are serviced on time and result in growth in portfolio and relationship with the Bank.

- Products to be handled : All banking and third party products. Relationship Manager will be a one-point contact for the client.

- Responsible for client acquisition and managing overall client relationship.

- To garner higher wallet share of the existing client.

- Responsible for increasing AUM and increasing bank relationship coverage, ensuring coverage of all relationships through customer engagements and risk profiling.

- Relationship Manager will be operating from his base location and will have to work on acquisition for ultra HNIs across the state.

Competencies :

- Passion : Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties)

- Customer First : Leverages every customer interaction as an opportunity to make an impact and constantly seeks to understand customer needs

- Compliance with Conscience : Ensure own norms are aligned with organizational code of conduct and inculcates norms adherence in all engagements