Associate Vice President, Private Banking Manager
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Associate Vice President, Private Banking Manager
About the Role
Greater Pune, India Area (Hybrid)
The Company is seeking a Private Banking Manager, AVP to join their team. The successful candidate will be responsible for nurturing private banking clients and relationships, with a primary focus on providing a world-class experience for their banking, investments, risk, and lending requirements. This role involves a range of key responsibilities, including team handling, acquiring B2C clientele, and building a portfolio. The role also requires a strong emphasis on compliance, ensuring that all business activities are conducted within the bank's guidelines and framework. Applicants for the Private Banking Manager, AVP position should have a minimum of 15 years' experience in investments and wealth management product acquisition, with a good understanding of wealth management products and a strong knowledge of investments. The role demands a candidate who can execute successful micro-events for client acquisition, build and deepen relationships, and work towards the consistent growth of investment AUM and CASA portfolio. The ideal candidate will also be adept at cross-selling, ensuring top-class service delivery, and monitoring high-net-worth accounts for retention and growth. The company is committed to supporting the successful candidate with training, development, and a culture of continuous learning to aid progression.
Functions:
- Sales/Revenue
- Account Management/Optimization
About the Company
Leading international bank & financial services firm
Industry
Financial Services
Type
Public Company (DB)
Age
employees
10,001+
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