Partner - Wealth Management - Bank (ZKL1+3)

We are seeking Partner for one of the established Private Bank which focuses on managing high-net-worth client portfolios, providing investment advice, and building strong client relationships, while also adhering to compliance and regulatory. Role/Job Title: Partner Job Purpose: This role is instrumental in acquisition of HNI UHNI clients and building the relationship with the bank. They have to sell Investment Insurance other bank products to Private Banking clients to generate fee income. Roles Responsibilities: - Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by the Bank. - Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks. Secondary Responsibilities: - Ensure regulatory compliance. - High relationship management orientation; ability to forge effective relationships. - Strong focus on service delivery. - Execution-oriented, i.e. driven to achieve results. Managerial leadership responsibilities: - Team development. - Ensuring the team is adequately staffed. Target achievement of team members. Education Qualification: - Graduation: Bachelor's in engineering / Technology / Math's / Commerce / Arts / Science / Biology /Business / Computers / Engineering / Management. Post-graduation: MBA, PGDM. Experience: 10-18 years of relevant experience. Location: PAN India(ref:iimjobs.com) Read more