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HR

HR at Michael Page

Last Login: 18 June 2024

Job Views:  
250
Applications:  74
Recruiter Actions:  0

Job Code

1410735

VP/SVP/EVP - Private Banking

10 - 20 Years.Mumbai
Posted 1 month ago
Posted 1 month ago

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

The Apply Button will redirect you to website. Please apply there as well.

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Posted By

user_img

HR

HR at Michael Page

Last Login: 18 June 2024

Job Views:  
250
Applications:  74
Recruiter Actions:  0

Job Code

1410735

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