VP/SVP/EVP - Private Banking

Industry - Banking / Financial Services / Broking

Category - Sales & Marketing

Skills - wealth private banking

Job Type - Permanent

Job Description :

- Manage and acquire private banking relationships for the organization and garner AUM, alongside managing a team of senior bankers.

Client Details : Client is a wealth management setup part of a leading financial services conglomerate.

Description :

- Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships

- Manage a team of senior RMs catering to UHNI clients

- Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals

- Use tools, information, and delivery channels effectively to deliver the highest levels of client service

- Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group

- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients

- Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

- Identify opportunities, to refer business to other business units

- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

- Collaborate with the wider team to deliver the performance measures and plan to support the multi channel client journey

- Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.

- Adhere to selling process and sales quality requirements

Profile :

- Bachelor's degree with 12+ years of relevant experience

- Minimum 10 years proven and progressive financial services and/or retail sales experience or equivalent

- Evidence of strong sales results in insurance and investment products

- Relationship management experience with high net worth clients

- Strong technical skills in wealth management

- Strong communication, client focus and influencing skills

- Strong sales orientation, networking and portfolio management skills

- Sound knowledge of financial services products and services and the client relationship management system

Job Offer: Opportunity to lead a team of senior bankers

Contact - Alok Kumar - +91 22 6903 6652

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