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