Regional Head -Private Banking

Abacus Consultants; Delhi; On-site; INR 1,400,000 - 2,400,000; Full time

Job summary

Abacus Consultants in India seeks a Private Banking/Wealth Management professional to enhance business development and deliver quality client service through wealth management techniques.

Responsibilities include offering services to super HNI clients via mutual funds, structured products, insurance, asset allocation, bonds and derivatives; growing high value client relationships; and achieving sales targets across advisory products while staying updated on markets.

Responsibilities

• Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.
• Managing relationships of super HNI clients & retaining the relationships
• Service the banking requirements of the super HNI clients.
• Acquiring high value relationships into the private banking groups
• To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
• To execute cross sell efforts as per focus of the bank at any given point in time.
• To be updated on the financial markets and in advisory products / services in particular.
• To acquire new clients in the targeted HNI segment from outside the bank.

Job description

Role & responsibilities

Purpose of the job

To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques

Key responsibilities

• Customer Service
  1. 1. Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.
  2. 2. Managing relationships of super HNI clients & retaining the relationships
  3. 3. Service the banking requirements of the super HNI clients.
• Business Development
  1. 1. Acquiring high value relationships into the private banking groups
  2. 2. To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
  3. 3. To execute cross sell efforts as per focus of the bank at any given point in time.
  4. 4. To be updated on the financial markets and in advisory products / services in particular.
  5. 5. To acquire new clients in the targeted HNI segment from outside the bank.

Preferred candidate profile

Perks and benefits