VP, Relationship Manager (Non-Resident Indian Market), Private Banking, Consumer Banking Group
Core
Manage a portfolio of high-net-worth Non-Resident Indian clients, providing personalized wealth management solutions and financial advisory services.
Role type
Senior IC relationship manager (private banking)
Builds
Personalized wealth management solutions and financial advisory services for high-net-worth clients
Domain
Consumer banking / Private banking / Wealth management
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial goal analysis, risk profiling, investment strategy recommendation, regulatory compliance
Preferred skills
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), established network of high-net-worth Non-Resident Indian clients
Technologies
N/A
Responsibilities
Develop and maintain strong relationships with high-net-worth clients, collaborate with cross-functional teams to deliver comprehensive solutions, proactively monitor client portfolios, identify new business opportunities and cross-selling initiatives, ensure compliance with regulations and internal policies
Seniority
Senior, hands-on IC