Elite Relationship Manager

Equitas Small Finance Bank Ltd.; Chennai; Presencial; INR 1 200 000 - 2 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Resumo da oferta

Equitas Small Finance Bank Ltd. in Chennai seeks an experienced Relationship Manager to manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, delivering personalized wealth management solutions and strategies to grow assets under management.

You will collaborate with investment specialists and product teams, expand the client base through networking and referrals, and maintain strong client relationships to increase wallet share and retention.

Qualificações

• 4-10 years of experience in elite relationship management or similar roles in banking or financial services industry.
• Strong understanding of wealth management principles and practices; ability to develop effective strategies for growing assets under management.
• Proven track record in handling current accounts, CASA deposits, HNI sales and portfolio management.

Responsabilidades

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
• Develop and maintain strong relationships with existing clients to increase wallet share, cross-sell products, and retain business.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver tailored services.

Conhecimentos

Wealth management

Relationship management

Portfolio management

Asset growth strategies

Descrição da oferta de emprego

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
• Develop and maintain strong relationships with existing clients to increase wallet share, cross-sell products, and retain business.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver tailored services.

Job Requirements :

• 4-10 years of experience in elite relationship management or similar roles in banking or financial services industry.
• Proven track record of success in handling current accounts, CASA deposits, HNI sales, portfolio management, preferred banking relationships.
• Strong understanding of wealth management principles and practices; ability to develop effective strategies for growing assets under management.