AVP Premier Relationship Manager

PrimeTalentBridge; Dadri; Vor Ort; INR 1.800.000 - 3.400.000; Vollzeit

Zusammenfassung

PrimeTalentBridge seeks an AVP Premier Relationship Manager for its on-site Noida office to grow Premier relationships with HNI clients. You will deliver wealth advisory services, manage client portfolios, and strive to exceed business targets with proactive engagement.

The role requires strong knowledge in wealth management, licensing, and regulatory compliance, with a focus on client satisfaction and cross-selling opportunities.

Qualifikationen

• Bachelor's degree or equivalent professional experience.
• 5+ years of relevant wealth management experience.
• Proven sales record in wealth products.
• Proven experience managing relations with HNIs.
• Excellent communication and influencing skills.
• Knowledge of financial services products and client systems.

Aufgaben

• Maximize profit and growth of Premier client portfolios.
• Achieve financial targets through client engagement and service.
• Conduct regular client reviews to assess needs and propose products.
• Cross-sell wealth products to expand wallet share.

Kenntnisse

Wealth products sales

High-net-worth client relationships

Wealth management expertise

Communication & influence

Sales & networking

Ausbildung

Bachelor's degree or equivalent experience

Tools

CRM tools

Jobbeschreibung

AVP Premier Relationship Manager

Location: Noida, Uttar Pradesh, India
Work Arrangement: On-site
Employment Type: Full-time

About the Opportunity

One of our banking clients is looking for an experienced professional to join its International Wealth & Premier Banking team as an AVP Premier Relationship Manager.

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 a high standard of customer service.

Principal Responsibilities

Business Impact

• 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.

Client Management

• 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.

Team Collaboration

• 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.

Operational Excellence

• 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.

Leadership & Development

• Support team members and contribute to a positive work environment.

• Establish a network of internal relationships and gather feedback from colleagues and clients.

Knowledge & Experience

• Educational Background: Bachelor's degree or equivalent professional experience.

• Industry Experience: More than 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.

Accreditations

Professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) are required as per market requirements.

• Familiarity with AI-enabled tools is an advantage.

• Mandatory completion of Anti-Money Laundering and Sanctions training and post-course assessment, as required.