Vice President - Relationship Management - Bank

We are looking for an experienced Relationship Management professional to manage a portfolio of Ultra HNI and HNI clients for a leading foreign MNC bank. The role will focus on building and deepening client relationships while providing investment solutions across PMS, Mutual Funds, and other investment products.

Key Responsibilities:

- Manage and develop relationships with a portfolio of Ultra HNI and HNI clients.

- Understand clients' financial goals and provide suitable investment solutions.

- Drive business through PMS, Mutual Funds, and other wealth management products.

- Build strong, long-term relationships with clients and identify opportunities for portfolio growth.

- Generate new business through referrals, networks, and existing relationships.

- Maintain a high level of client engagement and deliver a premium client experience.

- Collaborate with internal product and investment teams to provide appropriate solutions.

- Ensure adherence to regulatory, compliance, and internal policies.

Required Skills & Experience:

- 10-13 years of experience in relationship management, luxury sales, wealth management, or premium financial services.

- Strong experience managing HNI/Ultra HNI customers will be preferred.

- Candidates with a proven track record in selling high-value/luxury products such as:

1. Luxury automobiles - Mercedes-Benz, BMW, Audi, Porsche, etc.

2. Luxury real estate - properties valued at 5 Crores+

3. Luxury watches - Rolex, Omega, Cartier, etc.

- Strong client acquisition and relationship-building skills.

- Excellent communication, presentation, and interpersonal skills.

- Strong understanding of premium customer segments and consultative selling.

- Candidates with an established network among HNI/Ultra HNI customers will be preferred.