Relationship Manager | Private Banking | A leading Bank

<li data-start="168" data-end="292"><p data-start="170" data-end="292"><span style="font-family: Nunito;">The Relationship Manager ( Private Banking ) provides tailored financial solutions to high-net-worth individuals (HNWIs) and ultra-HNWIs. They assess clients’ risk profiles and financial goals to recommend investment products like mutual funds, PMS, bonds, insurance, and structured products.</span><span style="font-family: Nunito;"></span></p></li> <h3 data-start="144" data-end="206"><br></h3><ul data-start="208" data-end="1210"><li data-start="208" data-end="299"><p data-start="210" data-end="299">Acquire and manage relationships with High Net Worth Individuals (HNWIs) and Ultra-HNWIs.</p></li><li data-start="300" data-end="424"><p data-start="302" data-end="424">Provide customized wealth management solutions including investments, insurance, estate planning, and structured products.</p></li><li data-start="425" data-end="529"><p data-start="427" data-end="529">Conduct periodic portfolio reviews and risk profiling to align financial strategies with client goals.</p></li><li data-start="530" data-end="639"><p data-start="532" data-end="639">Cross-sell banking products such as loans, credit cards, and deposits tailored for private banking clients.</p></li><li data-start="640" data-end="738"><p data-start="642" data-end="738">Collaborate with product specialists and internal teams to deliver holistic financial solutions.</p></li><li data-start="739" data-end="844"><p data-start="741" data-end="844">Ensure high standards of client servicing, engagement, and retention through personalized interactions.</p></li><li data-start="845" data-end="934"><p data-start="847" data-end="934">Achieve defined revenue, AUM (Assets Under Management), and client acquisition targets.</p></li><li data-start="935" data-end="1021"><p data-start="937" data-end="1021">Stay updated with market trends, regulatory developments, and financial instruments.</p></li><li data-start="1022" data-end="1111"><p data-start="1024" data-end="1111">Maintain compliance with KYC, AML, and all internal policies and regulatory guidelines.</p></li><li data-start="1112" data-end="1210"><p data-start="1114" data-end="1210">Actively participate in marketing, client events, and networking activities to grow client base.</p></li></ul> <p>Looking for candidates working as Relationship Managers / Branch managers with excellent HNI / UHNI portfolio can be the good fitment for the above role -&nbsp;</p>