Vice President, Corporate Executive Relationship Manager Greater Najafgarh, India Area
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About the Role
Greater Najafgarh, India Area (Hybrid)(Gurgaon, India)
The Company is seeking a Vice President, Corporate Executive Relationship Manager to manage and grow a portfolio of high-net-worth clients. The role involves building lasting client relationships, understanding financial goals, conducting regular portfolio reviews, and recommending suitable wealth and banking solutions. The successful candidate will pursue portfolio growth and sales targets while delivering high-quality service and coordinating with colleagues across relevant business areas. They will also maintain accurate client records, manage lending within delegated authority, and uphold regulatory, risk, and internal control requirements, including identifying and escalating potential compliance concerns. Candidates should have a bachelor’s degree and 5–8 years of relationship management experience with high-net-worth clients, along with a record of strong sales results in investment and insurance products. Required capabilities include technical knowledge of wealth management and financial services, portfolio management, client relationship systems, and business banking products. Strong communication, influencing, networking, sales, and client-service skills are essential, as is the ability to work effectively with compliance, credit, risk, and internal control teams. Candidates must meet applicable local licensing requirements, hold mandatory IRDA and AMFI certifications, and be able to communicate in English and relevant local languages.
Functions:
- Account Management/Optimization
- Sales/Revenue
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company (HSBA)
Age
employees
10,001+
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