Relationship Manager - Private Banking Group

As a Relationship Manager in the Private Banking Group (PBG) , you will play a key role in providing personalized wealth management solutions to high-net-worth individuals (HNIs) and Ultra HNIs. The role demands a deep understanding of financial products, an ability to offer customized solutions, and the capability to build strong and enduring client relationships.

Key Responsibilities:

Client Acquisition & Relationship Management:

- Identify and acquire high-net-worth clients (HNIs) and Ultra HNIs.

- Build and nurture long-term relationships with clients to ensure loyalty and retention.

- Understand client financial goals and tailor wealth management solutions to meet their needs.

- Develop a personalized portfolio strategy for clients in line with their financial objectives, risk tolerance, and investment horizon.

Portfolio Management & Advisory:

- Provide expert advice on investment products, asset allocation, estate planning, and retirement planning.

- Monitor clients' portfolios, track their performance, and suggest timely rebalancing or restructuring as needed.

- Offer insights into market trends, investment opportunities, and economic developments to enhance client decision-making.

Sales & Revenue Generation:

- Cross-sell the bank's products such as mutual funds, structured products, insurance, fixed income, and more.

- Drive revenue growth through proactive relationship management and achieving business targets.

- Monitor and manage the overall PBG business performance, focusing on enhancing profitability.

Note - Candidates should currently in mumbai or client base of mumbai