AVP Premier Relationship Manager (Noida)

AVP Premier Relationship Manager (Noida)

04 Oct
|
PrimeTalentBridge
|
Noida

04 Oct

PrimeTalentBridge

Noida

AVP Premier Relationship Manager

Location: Noida, Uttar Pradesh, India

Work Arrangement: On-site

Employment Type: Full-time

About the Opportunity

One of our banking clients is looking for an experienced professional to join its International Wealth & Premier Banking team as an AVP Premier Relationship Manager.

The role focuses on developing and expanding Premier relationships with high-net-worth individual (HNI) clients, achieving business targets, providing comprehensive banking and financial advisory services, and delivering a high standard of customer service.

Principal Responsibilities

Business Impact

- Maximize profit and growth of Premier client portfolios by developing current and existing relationships.

- Achieve financial targets through effective client engagement and service delivery.

- Conduct regular client reviews to understand needs and recommend suitable products and services.

- Cross-sell products.

Client Management

- Build and maintain strong client relationships to ensure retention and satisfaction.

- Need-based selling.

- Utilize client relationship management tools to keep client information accurate and up to date.

- Develop strategies to increase wallet share and manage a prospect pipeline effectively.

Team Collaboration

- Work as part of an integrated branch management team to meet standards and deliver operating models.

- Collaborate with colleagues across the business to support client needs and achieve performance measures.

Operational Excellence

- Ensure compliance with policies, including KYC, AML, and sanctions guidelines.

- Manage operational risk and adhere to sales quality requirements.

- Attend mandatory training and report any unusual activities promptly.

Leadership & Development

- Support team members and contribute to a positive work environment.





- Establish a network of internal relationships and gather feedback from colleagues and clients.

Knowledge & Experience

- Educational Background: Bachelor's degree or equivalent professional experience.

- Industry Experience: More than 5 years of relevant experience.

- Sales Achievements: Demonstrated success and experience in wealth products.

- Client Relationship Management: Proven experience managing relationships with high-net-worth clients.

- Wealth Management Expertise: Strong technical skills in wealth management.

- Communication & Influence: Excellent communication skills with a focus on client engagement and influence.

- Sales & Networking Skills: Strong orientation towards sales, networking, and portfolio management.

- Product Knowledge: Comprehensive understanding of financial services products, services, and client relationship management systems.

- Business Banking Insight: Familiarity with business banking client segments and related products and services.

- Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.

- Risk Management: Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.

- Language Proficiency: Proficient in English and local languages.

Accreditations

Professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) are required as per market requirements.

- Familiarity with AI-enabled tools is an advantage.

- Mandatory completion of Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Apply Now

If your experience aligns with the above requirements, you can apply for this opportunity through the recruitment process.

📌 AVP Premier Relationship Manager (Noida)
🏢 PrimeTalentBridge
📍 Noida

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