RM/RH - Private Banking / Wealth - Mumbai / Pune

Job Name (Private Banking): Relationship Manager or Regional Head (Playing Captain) - Private Banking Group

Location - Mumbai / Pune

Looking for Wealth RM / HNI candidates who have good 8+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must.

Job Responsibilities(JR) : 6 8 Areas Actionable (4-6)

Objective

• Benchmarked minimum levels of delivery on products around customer needs
• Customer feedback on the solutions provided by RM on the customer requirements

Functional/Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Educational Qualifications

• Graduation/Post-Graduation: Marketing/Finance

Certifications:

• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Relationship Management and Negotiation Skills
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry

Experience Required

• Minimum experience in years 7 yr
• Wealth Management experience, Insurance experience, relationship management profile