Relationship Manager - Private Banking - Bank

Urgently looking out for the candidates who having experience in #Wealth #PrivateBanking from reputed #Bank .

Relationship Manager -Private Banking- Mumbai

Department

Private Banking

Grade: Sr. Manager / AVP

Tasks

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds, and derivatives.

- Acquiring high value relationships into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

- To execute cross-sell efforts as per focus of the bank at any given point in time.

- To keep one self-updated on the financial markets and in advisory products/services in particular.

- To acquire new clients in the targeted HNI segment from outside the bank.

- Should be AMFI certified.