Relationship Manager - Private Wealth - UHNI Segment - Banking

Private Wealth RM

Job Description :

- Manage (retain and enhance) the relationships of UHNI customers, their family and business entities

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfill the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics

Academic Qualifications Required :

- CA / CFA / Business Management or other relevant Post Graduate degree

- AMFI & IRDA certification

Nature of Relevant Work Experience Required :

- Private Banking / Wealth Management experience in a Bank / Investment Advisory firm / Brokerage House / Boutique Wealth Management firm