Relationship Manager - Private Wealth - HNI/UHNI - Private Bank

Relationship Manager Private Wealth HNI/UHNI with a leading Private Bank in Bangalore

- On-boarding HNI & UHNI Clients from market and through references from assigned portfolio.,Managing a Priority Tier-Booksize more than of 500 Cr across UHNI clients with Ticket size more than 7.5 cr.

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.

- Adhere to all company processes and policies, and carry the Bank brand through developed functional and behavioral skills.

- Deliver Sales Targets