Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group
Core
Acquire and manage High Net Worth Individual (HNI) clients with a Total Relationship Value (TRV) of 6cr INR and above to drive volume and revenue performance.
Role type
Vice President, Private Client Relationship Manager
Builds
Wealth management relationships and AUM for HNI, corporate promoters, and family offices
Domain
Consumer Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
HNI sales, wealth management, private banking, business development, financial planning, investment expertise, market analysis, product knowledge, compliance adherence
Preferred skills
existing relationships with key corporates and family offices, transferable book of discretionary managed investments, MBA/CA from premium institute
Technologies
N/A
Responsibilities
Establish and grow TRV of Treasures Private Client segment, acquire new promoters in corporate segments and family offices, identify and secure new clients to increase AUM, provide feedback on market and competition for product improvements, review client information to provide superior investment solutions
Seniority
Senior, hands-on IC