Private Banking Partner

Abacus Consultants; Bengaluru; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Abacus Consultants is seeking a Private Banking Relationship Manager in Bengaluru to acquire HNI/UHNI clients and offer Investment, Insurance, and other bank products through wealth solutions. You will build lasting client relationships, deliver tailored wealth strategies, and drive fee income while ensuring regulatory compliance and superior service.

The role emphasizes end-to-end relationship management, cross-selling across wealth products, and achieving high customer satisfaction through

Qualifications

• Acquire and nurture HNI/UHNI clients and sell Investment, Insurance and other bank products to Private Banking clients.
• Provide seamless banking experience from product and interpersonal perspectives.
• Aim for high customer satisfaction scores and strong relationship management.

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.

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.

Managerial & leadership responsibilities:

• Team development.
• Ensuring the team is adequately staffed.
• Target achievement of team members.