Vice President, Corporate Executive Relationship Manager Greater Najafgarh, India Area
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About the Role
Greater Najafgarh, India Area (On-site)(Gurgaon, India)
The Company is seeking a Vice President, Corporate Executive Relationship Manager to manage and grow a portfolio of high-net-worth clients. Responsibilities include building lasting client relationships, understanding financial goals, conducting regular portfolio reviews, and recommending suitable banking and wealth solutions. The role is accountable for achieving growth and sales targets, delivering high-quality service, and developing new business through professional networks. The successful candidate will collaborate with colleagues across business areas and use client information and performance insights to strengthen service and results. They will also follow applicable regulatory requirements, maintain effective controls, identify and escalate risks, and complete required compliance activities. Candidates should have a bachelor’s degree and 5–8 years of relationship management experience with high-net-worth clients, along with evidence of strong sales results in investment and insurance products. Required capabilities include wealth management expertise, financial services knowledge, portfolio management, client-focused communication, influencing, networking, and sales skills. Applicants should understand business banking products, client relationship management systems, and how to work effectively with compliance, credit, risk, and internal control teams. Relevant local licenses and wealth management qualifications are required, as are the specified industry certifications. Fluency in English and local languages is expected.
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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