Verified Job
Accounting - Finance
Private Banking Relationship Manager (DVP)
Accounting - Finance
#571024
Remote / WFH
Job Description
Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM =& INR 6cr.
• Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM.
• A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
• Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements.
• Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
• Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM.
• A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
• Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements.
• Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
