Private Banking Partner

Abacus Consultants; India; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Abacus Consultants seeks a Relationship Manager to drive acquisition of HNI and UHNI clients, offering Investment & Insurance and related bank products to Private Banking customers to generate fee income. You will nurture end-to-end relationships, ensuring a seamless banking experience and high customer satisfaction.

The role emphasizes regulatory compliance, strong relationship management, service delivery, and a results-driven mindset, with leadership duties to develop and staff the team.

Qualifications

• Wealth management focus with HNI/UHNI client acumen.
• Strong relationship management and service delivery orientation.
• Compliance awareness and adherence to regulatory requirements.

Responsibilities

• Nurture and manage end-to-end customer relationships by fulfilling all 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.
• 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.
• Team development.
• Ensuring the team is adequately staffed.
• Target achievement of team members.

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.