Relationship Manager - Banking

Job description
Job Description:

WE ARE ENGINEERED TO DELIVER!

It is not just a tagline, it is the philosophy that governs us. In todays world, there are no client-agency relationships, we consider ourselves as a core element of the team that committed to deliver as per the focus areas of the organization.

Role would be like VP, Senior VP, etc., that depends upon your profile

Industry preferred are private Banking, private wealth

Role responsibilities:

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario

- Analyse client portfolios and make necessary suggestions.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer. Read more