Managing Partner at Kairos Consulting India
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Relationship Manager - Private Banking - Bank (8-12 yrs)
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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