RM - Private Banking - MDI/IMT

Position Title: Relationship Manager

Business Group: Global Private Clients (GPC)

Purpose of the Job:

- The prime responsibility of the RM/SRM is to acquire and manage relationships with HNI clients who are of GPC profile (Customers who have a networth of Rs.5 crores and above)RM/ SRM would be required to acquire GPC profile customers and manage relationships with existing customers by providing them various investment products and services.

Location: Delhi

Qualification Reqd : CA / MBA from Campuses such as MDI/SPJIMR/NMIMS/XIMB/IMT/FORE/SCMHRD/LIBA/ KJSomaiya

Experience: 7 - 11 years post qualification

Key Deliverable:

The objective of this job is to generate fee income by providing advise on various investment products to the customer. It shall include the following:

- Acquiring new to bank GPC profile customers through own and other client references

- Generate fee income by advising customers on various investment products and services

- Grow Assets under Advise (AUA) by developing and managing relationships with customers

- Seamless and superior service delivery on banking products like savings accounts and home/auto loans and credit cards

- Compliance with key regulatory and bank level requirements

Key skills:

- Relationship Management – Ability to engage with the customer on a variety of issues and areas of interest to the customer to gain a personal rapport with the customer.

- Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

- Ability to effectively communicate the features of various products and convince the client to invest in the right product

Interested people may send across their resumes at bhumika@peoplekonnect.co.in

Please provide following details in the email content:

PG Institute & Year of Passing
Current CTC