HR at Careerist Management Consultants
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Relationship Manager/Senior Relationship Manager - Private Banking (3-14 yrs)
About Client:
Leading Indian Private Sector Bank.
Position Name: Relationship Manager / Sr. Relationship Manager - Private Banking
Locations : Positions across India like - Delhi, Bangalore, Chennai, Punjab, Pune, Chennai, Ahmedabad, Hyderabad, Goa, Kolkata, etc.
Role Purpose: - Relationship Management with the Ultra HNI clients by offering a wide range of Private Banking / Wealth Management products and enhancing the existing Portfolio.
Key Accountabilities /Responsibilities :
Business generation on Investment Advisory Services
To work with the retail branch banking channels towards lead generation, client acquisition and servicing
Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management
To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.
To acquire new clients in the targeted HNI segment from outside the Bank consistently.
To retain and enhance Advisory relationships that is converted.
Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
Acquiring high value relationships into the private banking group.
CTC Range - varies with Grade and Experience
1. Exp - 2 to 6 years (HNI Relationships, AUM - 50 Crs ) ; CTC - 7 to 13 lacs
2. Exp - 6 + years (HNI Relationships, AUM - 70 / 100 Crs and above ) ; CTC - 15 to 25 lacs
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