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Bhumika

Managing Partner at Kairos Consulting India

Last Login: 24 April 2024

9157

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Job Code

673885

Relationship Manager - Private Banking - Bank

8 - 12 Years.Mumbai
Posted 5 years ago
Posted 5 years ago

Job Requirements & Required Qualifications & Experience :

- To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile.

Key deliverables :

- Relationship Management : Effective client relationship management to originate business & service client needs for Private banking Products.

- To meet the revenue and product mix targets of the bank.

- To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received.

- To have specialised knowledge on the :

- Private banking Product

- Indian Stock Market

- Indian Mutual Funds

- Diversified nature of Indian Real Estate market

- Fixed income and alternate assets classes like Hedge funds, Structured products

- Overall understanding of the Banking & Financial Services Market and especially in context of India.

Skills and Abilities :

- Good communication and presentation skills negotiation skills with ability to interact with people at various levels of the organization and outside environment.

- Strong networking, sales and relationship management skills.

- Interpersonal effectiveness and influencing skills - Ability to speak with conviction using data and logic.

- Analytical - Ability to break the complex issues into smaller more manageable chunks, ability to look at trends and interrelationships, ability to understand the underlying needs of the clients.

- Process orientation - Ability to manage information in structured and systematic manner.

Education Qualification : Graduates / MBA Full Time

- People with 8 - 12 years of experience in the wealth domain are encouraged to apply

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Posted By

user_img

Bhumika

Managing Partner at Kairos Consulting India

Last Login: 24 April 2024

9157

JOB VIEWS

146

APPLICATIONS

117

RECRUITER ACTIONS

Job Code

673885

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