Private Banker Partner- First Private

Abacus Consultants; Bengaluru; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Abacus Consultants is seeking a Private Banking Relationship Manager to acquire HNI/UHNI clients and sell Investment & Insurance & other bank products through wealth solutions. You will nurture client relationships and provide a seamless banking experience, focusing on high customer satisfaction and revenue growth within a private banking context.

The role emphasizes building trust, regulatory compliance, and a strong service delivery mindset while leveraging natural markets and internal

Qualifications

• Nurture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.

Responsibilities

• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.
• Ensure regulatory compliance.
• Demonstrate high relationship management orientation; forge effective relationships.
• Maintain a strong focus on service delivery.
• Drive execution and results in daily operations.

Job description

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income

Roles & responsibilities:

• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Secondary Responsibilities:

• Ensure regulatory compliance.
• High relationship management orientation; ability to forge effective relationships
• Strong focus on service delivery.
• Execution-oriented, i.e. driven to achieve results