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Tier-1 bank and Mumbai metro increase applicant density but role's private-banking specialization limits competition.
Private-banking HNW relationship skills and product knowledge are industry-specific and less transferable.
Explicit 6–12 years requirement plus HNW servicing and product sales mandates make filtering highly strict.
Support Head RM in client acquisition activities including events and referrals.
Drive growth and cross-selling in savings portfolio, investments, insurance, and third-party products to increase fee income and AUM.
Ensure high service delivery, risk compliance, client retention, and proactive portfolio management for high net worth clients.
6 to 12 years of relevant experience in banking or premium client servicing/sourcing.
Experience managing client relationships with 20 lakh+ portfolio value.
Minimum graduate degree required.
Fluency in English and professional grooming required.
Experienced in managing and growing high net worth banking relationships and portfolios above 20 lakhs.
Background in banking, premium club membership, or high-end credit card sales preferred.
Skilled in cross-selling multiple financial products and ensuring compliance with banking risk and regulatory policies.