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Executive Resource Consultants
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Private Banking Relationship Manager HNI Vertical

Private Banking Relationship Manager HNI Vertical

Executive Resource Consultants

6 - 11 years

35 - 40 Lacs

bhubaneswar nagpur surat

Posted:4 hours ago| Platform:

Apply

Skills Required

wealth management portfolio management ultra hni hni client handling relationship wealth hni sales investment advisory hni acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

share your CV at resume@erconsultants.in

Key Responsibilities

Client Acquisition & Relationship Management:
Identify and attract new HNI clients through strategic efforts and referrals.
Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.
Ensure high levels of client engagement and satisfaction.

Financial Planning & Solutions:
Understand clients' unique financial goals and aspirations.
Provide customized financial planning, portfolio management, and wealth management services.
Develop strategies that align with clients' risk appetites and return expectations.

Business Development:
Expand the client base and increase market penetration.
Maintain a strong pipeline of prospective clients.
Collaborate with other parts of the bank to identify new business opportunities.

Expertise & Market Knowledge:
Possess deep knowledge of financial markets and various investment products.
Keep clients informed about market trends and provide strategic financial advice.
Stay updated on the evolving financial needs and preferences of the next generation of HNIs.

Essential Skills

Strong client relationship management and interpersonal skills.
Expertise in financial markets, investments, and wealth management.
Entrepreneurial and self-driven attitude.
Excellent communication and networking abilities

AGE:

THE ROLE:

PERKS & BENEFITS:* CTC Upto 40Lacs + Bonus+ Home Loan Benefits.

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