Relationship Manager - Private Banking - HNI - Financial Services Firm

Opening :Relationship Manager - Private Banking

Location : Bangalore/Delhi

Company : Leading Financial Services Firm

Role & Responsibility :

- Acquisition of new clients and maintaining relationship with existing clients

- Market mapping and handling lead generation activities to maximize the pool to acquire new HNI (High Networth Individuals) client relationships. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of knowledge skill required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Must have prior experience in generating leads and acquiring business from HNIs. Should have experience in handling clients with ticket size of INR 25 lacs +

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.