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Sr Wealth Relationship Managers - Private Banking


Leading bank


Location

Mumbai | India


Job description

Dear Candidates,

We are urgently hiring for Private Banking Relationship Managers for below location:

Ahmedabad Surat Vadodara Mumbai Pune Rajkot Chennai Bangalore Kolkata Hyderabad

Pioneer Relationship Managers for Chandigarh / Ludhiana / Ambala / Jalandhar

Roles and Responsibilities for Private Banking RM

Generate new business to achieve defined sales targets

Private WEALTH starts with 3 Cr Relationship Value,

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales :

- Achieve the Targets set in terms of product mix.

- Achieve best in class productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management :

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Desired Candidate Profile - Candidate with more than 15 years in Banking and that too from private banking experience is required compulsory

Job Benefits & Perks - Best in the industry

CTC - OFFERED-BEST - Depend on Exp and profile

Interested Candidate quickly share profile on [email protected] to share your profile with HR Team....

Enclosed please find a small Google Form - brief details of your present / past experience. This would be useful for our team to share opportunities with you of your interest and fitment. The form would help your CV details being updated

Thanks and Regards

Farheen SR HR Consultant 7669225102 JOBSNAVIGATOR TEAM [email protected]


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