Relationship Manager - Private Banking

Job Responsibilities:

• Customer Acquisition: Minimum of 1 Cr. - 5 Cr and above investable surplus.

• Financial Planning (FP) and Portfolio Services.

• Execution of transactions post FP and on periodical basis.

• Manage Private Wealth, PMS and AIF fund related queries.

• Ensure delivery of various MIS reports as per requirements.

• To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization.

• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.

• Ensure discipline of asset allocation.

• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class.

• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.

• Continuous learning, to be better equipped than our competitors.

• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.

• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.

• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM.

Revenue Generation - Build AUA.