Private Banking Partner

Abacus Consultants; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Abacus Consultants seeks an experienced professional to drive wealth management for HNI/UHNI clients in Hyderabad. You will build enduring relationships, identify needs, and deliver banking solutions with a focus on Investment, Insurance and related products.

Role requires strong compliance discipline, service orientation, and a track record of client acquisition through branch and digital channels. The position is based in Hyderabad, with a full-time commitment.

Qualifications

• Experience in private banking or wealth management is required.
• Proven ability to acquire HNI/UHNI clients.
• Strong compliance and service orientation.

Responsibilities

• Nurture long-term client relationships and fulfill wealth needs.
• Promote Investment, Insurance and other bank products to clients.
• Achieve high customer satisfaction and regulatory standards.
• Acquire customers through branches and digital networks.

Skills

HNI Wealth Mgmt

Relationship Management

Regulatory Compliance

Sales Focus

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.