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Relationship Manager – Private Banking Group

Mumbai, India | Leading Financial Services Company

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
82 people have viewed this job

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirments which is best in class. The position entails client management and acquisition with a key focus on expanding the Asset under Management by every RM. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders, provide tailored products aligned to customer needs The center of all client engagements will be superior customer experience.

Key Responsibilities:

Responsible for client acquisition and managing the overall client relationship

Responsible for achieving target

Engaging with customers to enrich the relationships and garner higher wallet share of the client.

Ensure coverage of all relationships through customer engagements and risk profiling

Identify potential customers who can be sold tailored products to enhance product penetration

Acquire new customers through converting referral leads.

Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.

Having relevant experience in financial services industry.

Proven people, business and client relationship handling skills

Having a pleasing personality and effective communication skills

Ability to engage very large clients

Strong persuasion skills

Deal closure ability

Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints

Qualification & Experience:

MBA Finance with 6-10 years of relevant work experience preferably in Wealth / HNI segments 


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