Vice President, Premier Plus Relationship Manager
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Vice President, Premier Plus Relationship Manager
About the Role
Greater Ahmedabad, India Area (Hybrid)
The Company is in search of a Premier Plus Relationship Manager to join their dynamic team. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, aligning with business targets and strategic plans. This role demands a professional with a strong background in client relationship management, particularly with high-net-worth clients, and a proven track record in sales, especially in wealth products. The Premier Plus Relationship Manager will act as a single point of contact for Premier customers, ensuring exceptional service, anticipating their needs, and delivering comprehensive banking and financial advisory services. Key responsibilities include maximizing the profit and growth of Premier client portfolios, achieving financial targets, conducting regular client reviews, and cross-selling products. The role also involves building and maintaining strong client relationships, utilizing client relationship management tools, and ensuring compliance with the company's policies and regulatory requirements. The ideal candidate should have a Bachelor's degree or equivalent professional experience, more than 5 years in a relevant industry, and possess the necessary professional and regulatory certifications in wealth management. Strong communication, influence, and networking skills are essential, as is the ability to work effectively in a team and manage operational risk.
Functions:
- Sales/Revenue
- Account Management/Optimization
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company (HSBA)
Age
employees
10,001+
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