- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop robust relationships with existing clients to increase cross-selling potential for various banking products such as investment banking, private banking, and wealth management services.
- Collaborate with internal teams to deliver tailored financial planning advice to clients.
Job Requirements :
- 3-20 years of experience in HNI sales or related fields like preferred banking, premier banking, or private banking.
- Strong understanding of financial markets, investments, insurance products, mutual funds, pension plans etc. .
- Excellent communication skills with ability to build rapport quickly over phone calls/meetings.
📌 Burgundy Relationship Manager (Chennai)
🏢 DBS Bank
📍 Chennai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.