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    Relationship Manager - Mumbai, India - Staffiaa Services

    Staffiaa Services
    Staffiaa Services Mumbai, India

    2 weeks ago

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    Description

    Job Description:Relationship Manager High Net Worth (HNW)

    Company:A Leading Private SectorBank

    Position:Relationship Manager High Net Worth (HNW)

    Interview Dates: 20thMarch 2024 & 21st March 2024

    About Bank: Bank is aleading private sector bank in India committed to providinginnovative financial solutions and excellent customer service. Witha focus on building strong and lasting relationships we strive tocater to the unique needs of our clients especially those with highnet worth.

    JobDescription: As a Relationship ManagerHigh Net Worth (HNW) at Bank you will be responsible for managingand nurturing relationships with our high net worth clients. Youwill work closely with affluent individuals to understand theirfinancial goals and provide personalized wealth managementsolutions. This role requires a deep understanding of financialproducts strong communication skills and a proactive approach toclient engagement.

    KeyResponsibilities:

    1.Develop and maintain relationships with high net worthclients to understand their financial objectives risk tolerance andinvestment preferences.

    2.Provide tailored financial advice and wealth managementsolutions to meet clients' individual needs andobjectives.

    3. Act as atrusted advisor offering guidance on investment opportunities assetallocation and portfolio managementstrategies.

    4.Collaborate with internal teams to ensure seamlessexecution of client transactions and services including bankinginvestment and wealth planning solutions.

    5. Stay updated on market trends regulatorychanges and industry developments to provide informed advice andrecommendations to clients.

    6.Drive revenue growth through effective crossselling andupselling of banking and investment products andservices.

    Qualifications andExperience:

    1.Bachelor's degree in Finance BusinessAdministration Economics or related field.

    2. Minimum of 3 years of experience in wealthmanagement private banking or related financial services role witha proven track record of managing high net worthclients.

    3. Strongunderstanding of financial products and services including mutualfunds equities bonds alternative investments and wealth planningsolutions.

    4. Excellentcommunication and interpersonal skills with the ability to buildrapport and trust with clients.

    5.Professional certifications such as CFP CFA or MBA inFinance will be an added advantage.

    6. Proactive attitude selfmotivated and drivento deliver exceptional customer service and achieve businesstargets.

    InterviewDetails: Date: 20th March 2024 &21st March 2024

    Time:11:00 AM 4:00 PM

    Venue: Bank Nasar Enclave Shop no 2 N.S PhadkeRoad Juhu Galli Andheri West

    Note: Please bringyour updated resume along with any relevantdocuments.

    Join us inshaping the future of wealth management and delivering unparalleledvalue to our high net worth clients. We look forward to meeting youat the interview.

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