Sr. RM Retail Wealth Private Bank (Mumbai)

As a Relationship Manager in Private Banking at BKC, your role will involve various key responsibilities to ensure the growth and profitability of the client base and the business unit. Here is a summary of what will be expected from you: - Establish good customer relationships and recommendations to enhance client base - Achieve HNI/TPP and Banking targets, ensuring overall targets are met - Focus on individual PBG targets and banking targets to meet income objectives - Meet customer level profitability and AUM growth objectives - Achieve client sign-on objectives as defined by the Business Head - Implement customer relationship management objectives by updating CRM system - Offer client solutions and product mix based on customer needs - Continuously update functional and industry knowledge - Develop strong relationships with staff and clients through guidance and rapport building - Demonstrate expertise in equity and related areas - Drive results and process orientation towards excellence - Plan strategically to achieve broader desk objectives Qualifications: - Graduation/Post-Graduation in Marketing/Finance - Certifications: AMFI, NCFM (Optional), CAIIB, IRDA - Skills: Sales, Influencing, Banking Product & Process Knowledge, Relationship Management, Negotiation, Planning, Organizing, Communication Experience: - Minimum 2 years of experience required - Wealth Management experience preferred - Knowledge in insurance, retail relationship management Stakeholders to interact with: - Customers - Branch Banking Team - Operations, Product Team, Treasury - HLIC, Insurance CAM, MF Fund houses personnel, HSL personnel Essential skills: - Good understanding of CA, Trade & Forex, CMS, and Asset products - Self-starter with knowledge of financial markets and economic trends - Excellent communication and interpersonal skills - Ability to manage complex client requirements - Minimum 3 years experience in Current account Acquisition, Product & Processes, Trade & Forex, and other current account related products.,