Priority / NRI / Burgundy Relationship Manager - Banking

8925889568

we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.

Experience Required: 5- 10 years in HNI, NRIwealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

• Acquisition and Retention

  : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.

• Dedicated Point of Contact

  : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.

• Account Relationship Review

  : Regularly assess individual client account relationships to determine banking and investment needs.

• Risk Profiling

  : Identify the client's risk profile and tailor solutions accordingly.

• Investment Products

  : Identify and propose potential investment products based on client requirements.

• Wealth Management Solutions

  : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.

• New Product/Service Development

  : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.

• Leverage Expert Knowledge

  : Collaborate with product and investment experts to generate specific investment ideas for clients.

• Smooth Transaction Execution

  : Ensure proper documentation and efficient processes for transaction execution and seamless customer service.

• Compliance

  : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.

• KYC Reports

  : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.

• Product Knowledge

  : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.

• Client Acquisition & Relationship Management

  : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.

Interested applicants can call or WhatsApp profiles to