Senior Private Banking Manager

Company Description

Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the esteemed Aditya Birla Group, a globally recognized Indian conglomerate, and Sun Life Financial Inc., a leading international financial services organization based in Canada. Leveraging the Aditya Birla Group's local expertise and Sun Life Financial's global knowledge, ABSLI has emerged as one of India's top private life insurance companies. Renowned for its innovation, ABSLI introduced the "Free Look Period" to the Indian life insurance sector and launched Unit Linked Life Insurance plans. Through transparency, a comprehensive range of insurance products, and efforts to align with customer expectations, ABSLI has set numerous benchmarks in the life insurance industry.

Role Description

This is a full-time on-site role based in Mumbai for a Senior Private Banking Manager. The role involves managing and fostering key business relationships with high-net-worth clients, understanding their financial objectives, and offering personalized financial planning and investment solutions. Responsibilities include analyzing client portfolios, identifying growth opportunities, providing expert advice on investment and wealth management, and ensuring exceptional client servicing to build long-term partnerships.

Qualifications

• Strong skills in Business Relationship Management and developing client trust
• Expertise in Financial Planning and Finance to deliver customized solutions
• Knowledge in Investments and Portfolio Management for wealth optimization
• Exceptional analytical, leadership, and communication skills
• Bachelor’s degree in Finance, Economics, Business, or a related field (MBA or equivalent qualification is an asset)
• Proven experience and track record in private banking or wealth management