Full time On-site 10 days ago
Location: Mumbai, Maharashtra, India
Work Arrangement: On-site
Employment Type: Full-time
One of our banking clients is looking for an experienced professional to join its Premier Banking team.
The role focuses on developing and expanding Premier relationships with high-net-worth individual (HNI) clients, achieving business targets, providing comprehensive banking and financial advisory services, and delivering exceptional customer service.
Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
Achieve financial targets through effective client engagement and service delivery.
Conduct regular client reviews to understand needs and recommend suitable products and services.
Cross-sell products.
Build and maintain strong client relationships to ensure retention and satisfaction.
Need-based selling.
Utilize client relationship management tools to keep client information accurate and up to date.
Develop strategies to increase wallet share and manage a prospect pipeline effectively.
Work as part of an integrated branch management team to meet standards and deliver operating models.
Collaborate with colleagues across the business to support client needs and achieve performance measures.
Ensure compliance with policies, including KYC, AML, and sanctions guidelines.
Manage operational risk and adhere to sales quality requirements.
Attend mandatory training and report any unusual activities promptly.
Support team members and contribute to a positive work environment.
Establish a network of internal relationships and gather feedback from colleagues and clients.
Educational Background: Bachelor's degree or equivalent professional experience.
Industry Experience: GCB 6: 3 to 5 years of relevant experience.
Sales Achievements: Demonstrated success and experience in wealth products.
Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
Wealth Management Expertise: Strong technical skills in wealth management.
Communication & Influence: Excellent communication skills with a focus on client engagement and influence.
Sales & Networking Skills: Strong orientation towards sales, networking, and portfolio management.
Product Knowledge: Comprehensive understanding of financial services products, services, and client relationship management systems.
Business Banking Insight: Familiarity with business banking client segments and related products and services.
Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.
Risk Management: Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
Language Proficiency: Proficient in English and local languages.
Professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.
Familiarity with AI-enabled tools is an advantage.
Mandatory successful completion of Anti-Money Laundering and Sanctions training and post-course assessment, as required.
The role requires exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable, and taking accountability for delivery outcomes.
The role also involves representing the organisation with relevant internal and external stakeholders, allocating and prioritising work, providing direction and feedback, and managing team capacity and leave in line with applicable policies.
If your experience aligns with the above requirements, you can apply for this opportunity through the recruitment process.