RB | Affluent Business|Partner
- Category: Bank Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 18K to 19K
- Published on: 2025/09/21
The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients' needs and risk profile
Key Responsibilities
• Create and execute the plan for acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
• Provide inputs to the product and research team for any new products that the customer requires
• Recommend products & services as per client financial needs and risk profile
Qualifications:
Optimal qualification for success on the job is:
• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI & IRDA certification
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
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