wealth manager

البنك التجاري الدولي

<div></div><div><div>Description<div></div><div><br>
Job PURPOSE:</div>
<div>
Promote the development &amp; growth of the Wealth Management Segment through acquisition &amp; nourishing of Wealth customer&rsquo;s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster &amp; at a less cost.</div>
<div>
KEY ACCOUNTABILITIES</div><div><br>
<br>
</div><div>Sales &amp; Service</div>
<div>
1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan</div>
<div>
2. Review reports provided from the Quality Assurance Department &amp; Call Centre which indicates the level of services &amp; rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.</div>
<div>
3. Track Wealth customers&rsquo; inflows &amp; outflows on a daily basis and contact customers to seek information behind un expected behaviours.</div>
<div>
4. Handle all account opening &amp; its related operations process including system input &amp; data entry.</div>
<div>
5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated</div>
<div>
6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager &amp; Wealth District Head to monitor performance</div>
<div>
Reporting, Communication &amp; Coordination:</div>
<div>
7. Respond positively &amp; diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers&rsquo; requests are processed timely and efficiently.</div>
<div>
8. Ensure that the required awareness about the value proposition is provided to Branch Managers &amp; all Branch Staff in order to create quality referrals.</div><div><br>
<br>
</div><div>9. Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head &amp; the Wealth Segment Management to ensure CIB&rsquo;s edge within the market</div>
<div>
10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head</div><div><br>
<br>
</div><div>Policies, Processes and Procedures</div>
<div>
11. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner</div><div><br>
<br>
</div><div>Day-to-day management</div>
<div>
12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures</div><div><br>
<br>
</div><div>Compliance</div>
<div>
13. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks&quot;</div><div></div><div><br>
</div></div><div>
Qualifications<div></div><div><br>
Qualifications &amp; Experience</div>
<ul><li>Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting, or its equivalent (MBA and CFA is a plus)</li></ul>
<ul><li>For Wealth Manager: Minimum 3 &ndash; 5 years of experience in a sales/financial position</li></ul><br>
<div></div>
<div>
Skills</div>
<ul><li>Excellent command of English and Arabic. Knowledge of additional languages would be an asset</li></ul>
<ul><li>Strong analytical and numerical skills</li></ul>
<ul><li>Strong interpersonal, communication and networking skills</li></ul>
<ul><li>Service Oriented</li></ul>
<ul><li>Can work under pressure and meet monthly targets</li></ul>
<ul><li>Self-driven and result oriented with a positive outlook and clear focus on delivering results&quot;</li></ul><div><br>
</div></div><div>
Primary Location: Egypt</div><div>
Job: Front Liner</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

WEALTH MANAGER (SUEZ-PORTSAID)

NH Management

<div>
 <p>
  <strong>
   About Us
  </strong>
 </p>
 <p>
  NH Management is a corporate services and compliance advisory firm based in Dubai. We specialise in&nbsp;entity formation, wealth structuring, and regulatory licensing&nbsp;across ADGM, DIFC, VARA, and global jurisdictions. Our clients include&nbsp;family offices, fund managers, and institutional investors. We are now looking for a&nbsp;Wealth Relationship Manager&nbsp;to join our growing team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Overview
  </strong>
 </p>
 <p>
  As a Wealth Relationship Manager, you will act as the&nbsp;primary advisor and relationship lead&nbsp;for HNW and institutional clients exploring DIFC and ADGM solutions. You will explain available fund structures, corporate vehicles, and licensing options, while also managing the application process with regulators.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This role is ideal for someone who enjoys a mix of&nbsp;client-facing advisory&nbsp;and&nbsp;technical execution.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Advise clients on
   <strong>
    &nbsp;
   </strong>
   wealth and fund structuring options
   <strong>
    &nbsp;
   </strong>
   within DIFC and ADGM (e.g. funds, SPVs, foundations, holding companies).
  </li>
  <li>
   Manage&nbsp;end-to-end applications&nbsp;with DFSA, FSRA, and Registrar of Companies.
  </li>
  <li>
   Build strong relationships with HNW clients, family offices, and asset managers.
  </li>
  <li>
   Coordinate with custodians, fund administrators, and auditors under NH&rsquo;s umbrella.
  </li>
  <li>
   Support clients with&nbsp;regulatory and compliance requirements&nbsp;related to wealth management and fund licensing.
  </li>
  <li>
   Stay up to date on UAE regulatory developments and international structuring trends.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Law, Finance, Business, or related field.
  </li>
  <li>
   3&ndash;7 years&rsquo; experience&nbsp;in private wealth, fund administration, or regulatory advisory (DIFC/ADGM experience highly preferred).
  </li>
  <li>
   Strong knowledge of DFSA and/or FSRA regulatory frameworks.
  </li>
  <li>
   Proven ability to manage client relationships with HNWIs and institutions.
  </li>
  <li>
   Excellent communication and presentation skills.
  </li>
  <li>
   Independent, detail-oriented, and able to handle multiple mandates.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Offer
  </strong>
 </p>
 <ul>
  <li>
   Opportunity to represent NH Management in&nbsp;high-value mandate
   <strong>
    s
   </strong>
   &nbsp;with family offices, fund managers, and institutional investors.
  </li>
  <li>
   Exposure to both&nbsp;DIFC and ADGM ecosystems
   <strong>
    .
   </strong>
  </li>
  <li>
   Competitive compensation and performance-based incentives.
  </li>
  <li>
   Career growth in corporate services, wealth management, and regulatory advisory.
  </li>
 </ul>
 <li>
  <br/>
 </li>
</div>


Wealth Relationship Manager - DIFC & ADGM

DBS Bank

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.Job Purpose* To deliver exceptional volume and revenue performance by acquiring and engaging with DBS* Treasures clients having an AUM = &gt; INR 20 Million through “need-based approach”r; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.* To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teamKey Accountabilities* Acquire and upgrade quality Treasures clients in the branch location areas* Engage with existing customers to deepen the wallet share through retention and growth of AUM.* Accountable for achieving monthly & annual volume and revenue objective, as agreed.* Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth* Ensure proper implementation & execution of product strategies through effective relationship management.* Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions* Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.* Drive and deliver exemplary customer service in the local market and uphold DBS service standards.* Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.* Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.Job Duties & responsibilities* Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM = &gt; INR 10 M* Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.* Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.* Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.* Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.* Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.* Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work* Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.* Ensure internal and regulatory compliance and address operational risks if any, e.g.
<br><br>
Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.* To exercise appropriate due diligence while on-boarding and engaging with clients.* Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.* Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management spaceRequirements: * Sound understanding of financial planning and wealth management products in India* In-depth knowledge of local market and competition.* AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantageEducation / Preferred Qualifications* Graduate / Post Graduate with MBA in relevant fieldCore Competencies* Effective probing and listening skills.* Strong Relationship Management and influencing skills* Self-driven and ambitious.* Good written and verbal communication skills* Results-orientated & the ability to deliver results under pressure* Understanding of competitive positioning* Strong service orientation, customer-centric behavior.* Focused on developing image and good will of the brand* Creative, inquisitive mind with problem solving abilities.* Ability to deliver results within tight timelines.* Attention to details, analyzing abilities.Technical Competencies* Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures* Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.* Understanding of KYC requirements & Anti-money Laundering Policies.* Knowledge of financial markets and products to assist in meaningful engagement with clients.Work Relationship* Management of clients and prospects for acquisition and deepening of wallet share.* Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.* Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.Mandatory Training* GCAP (Group Customer Acceptance Policy)* BCAP (Business Customer Acceptance Policy)* AML (Anti Money Laundering) and KYC Guidelines* PIP (Personal Investment Policy)* ORM (Operational Risk Management)* Information Security PolicyDBS India - Culture & Behaviors* Performance through Value Based Propositions* Ensure customer focus by delighting customers & reduce complaints* Build pride and passion to protect, maintain and enhance DBS’ image and reputation* Enhance knowledge base, build skill sets & develop competencies* Execute at speed while maintaining error free operations* Maintain the highest standards of honesty and integrity.

Analyst, Treasure Relationship Manager, Consumer Banking Group

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose* To deliver exceptional volume and revenue performance by acquiring and engaging with DBS* Treasures clients having an AUM = &gt; INR 20 Million through “need-based approach”r; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.* To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teamKey Accountabilities* Acquire and upgrade quality Treasures clients in the branch location areas* Engage with existing customers to deepen the wallet share through retention and growth of AUM.* Accountable for achieving monthly & annual volume and revenue objective, as agreed.* Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth* Ensure proper implementation & execution of product strategies through effective relationship management.* Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions* Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.* Drive and deliver exemplary customer service in the local market and uphold DBS service standards.* Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.* Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl.
<br><br>
doorstep banking etc.Job Duties & responsibilities* Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM = &gt; INR 10 M* Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.* Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.* Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.* Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.* Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.* Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work* Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.* Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.* To exercise appropriate due diligence while on-boarding and engaging with clients.* Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.* Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management spaceRequirements* Sound understanding of financial planning and wealth management products in India* In-depth knowledge of local market and competition.* AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantageEducation / Preferred Qualifications* Graduate / Post Graduate with MBA in relevant fieldCore Competencies* Effective probing and listening skills.* Strong Relationship Management and influencing skills* Self-driven and ambitious.* Good written and verbal communication skills* Results-orientated & the ability to deliver results under pressure* Understanding of competitive positioning* Strong service orientation, customer-centric behavior.* Focused on developing image and good will of the brand* Creative, inquisitive mind with problem solving abilities.* Ability to deliver results within tight timelines.* Attention to details, analyzing abilities.Technical Competencies* Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures* Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.* Understanding of KYC requirements & Anti-money Laundering Policies.* Knowledge of financial markets and products to assist in meaningful engagement with clients.Work Relationship* Management of clients and prospects for acquisition and deepening of wallet share.* Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.* Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.Mandatory Training* GCAP (Group Customer Acceptance Policy)* BCAP (Business Customer Acceptance Policy)* AML (Anti Money Laundering) and KYC Guidelines* PIP (Personal Investment Policy)* ORM (Operational Risk Management)* Information Security PolicyDBS India - Culture & Behaviors* Performance through Value Based Propositions* Ensure customer focus by delighting customers & reduce complaints* Build pride and passion to protect, maintain and enhance DBS’ image and reputation* Enhance knowledge base, build skill sets & develop competencies* Execute at speed while maintaining error free operations* Maintain the highest standards of honesty and integrity

Senior Associate,Treasures Relationship Manager, Consumer Banking Group

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.Job Purpose* To deliver exceptional volume and revenue performance by acquiring and engaging with DBS* Treasures clients having an AUM = &gt; INR 20 Million through “need-based approach”r; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.* To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teamKey Accountabilities* Acquire and upgrade quality Treasures clients in the branch location areas* Engage with existing customers to deepen the wallet share through retention and growth of AUM.* Accountable for achieving monthly & annual volume and revenue objective, as agreed.* Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth* Ensure proper implementation & execution of product strategies through effective relationship management.* Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions* Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.* Drive and deliver exemplary customer service in the local market and uphold DBS service standards.* Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.* Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.Job Duties & responsibilities* Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM = &gt; INR 10 M* Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.* Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.* Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.* Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.* Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.* Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work* Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.* Ensure internal and regulatory compliance and address operational risks if any, e.g.
<br><br>
Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.* To exercise appropriate due diligence while on-boarding and engaging with clients.* Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.* Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management spaceRequirements* Sound understanding of financial planning and wealth management products in India* In-depth knowledge of local market and competition.* AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantageEducation / Preferred Qualifications* Graduate / Post Graduate with MBA in relevant fieldCore Competencies* Effective probing and listening skills.* Strong Relationship Management and influencing skills* Self-driven and ambitious.* Good written and verbal communication skills* Results-orientated & the ability to deliver results under pressure* Understanding of competitive positioning* Strong service orientation, customer-centric behavior.* Focused on developing image and good will of the brand* Creative, inquisitive mind with problem solving abilities.* Ability to deliver results within tight timelines.* Attention to details, analyzing abilities.Technical Competencies* Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures* Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.* Understanding of KYC requirements & Anti-money Laundering Policies.* Knowledge of financial markets and products to assist in meaningful engagement with clients.Work Relationship* Management of clients and prospects for acquisition and deepening of wallet share.* Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.* Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.Mandatory Training* GCAP (Group Customer Acceptance Policy)* BCAP (Business Customer Acceptance Policy)* AML (Anti Money Laundering) and KYC Guidelines* PIP (Personal Investment Policy)* ORM (Operational Risk Management)* Information Security PolicyDBS India - Culture & Behaviors* Performance through Value Based Propositions* Ensure customer focus by delighting customers & reduce complaints* Build pride and passion to protect, maintain and enhance DBS’ image and reputation* Enhance knowledge base, build skill sets & develop competencies* Execute at speed while maintaining error free operations* Maintain the highest standards of honesty and integrity

Associate,Treasures Relationship Manager, Consumer Banking Group

See & Recruit

<div>
 <p>
  <strong>
   Job Summary:
  </strong>
 </p>
 <p>
  We are seeking a highly motivated and client-focused
  <strong>
   Relationship Manager
  </strong>
  to join our team in leading banking companies in Dubai. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs), Ultra high-net-worth individuals (UHNWIs) by providing tailored wealth management solutions and exceptional service. This role requires strong financial acumen, relationship management skills, and a deep understanding of investment products.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Develop and manage relationships with HNW clients to understand their financial goals and provide customized investment solutions.
  </li>
  <li>
   Grow and maintain a portfolio of affluent clients by offering holistic Investment management services including investment advisory, equity &amp; debt products, bonds, insurance, estate planning, and structured products.
  </li>
  <li>
   Conduct regular portfolio reviews and proactively suggest portfolio rebalancing and enhancements in line with market trends.
  </li>
  <li>
   Collaborate with product specialists and internal teams to deliver comprehensive financial solutions.
  </li>
  <li>
   Ensure strict adherence to compliance, AML, KYC, and other regulatory requirements
  </li>
  <li>
   Identify new business opportunities through referrals, networking, and market intelligence.
  </li>
  <li>
   Maintain up-to-date knowledge of global financial markets and investment products.
  </li>
  <li>
   Prepare reports, proposals, and presentations for clients and internal stakeholders.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Economics, Business Administration or related field (CFA, CFP, or equivalent preferred).
  </li>
  <li>
   Minimum 4&ndash;6 years of experience in wealth management or private banking, preferably in the GCC/UAE region.
  </li>
  <li>
   Proven track record in managing HNWI portfolios and achieving AUM growth targets.
  </li>
  <li>
   Strong knowledge of investment products, financial planning, and global markets.
  </li>
  <li>
   Excellent communication, negotiation, and interpersonal skills.
  </li>
 </ul>
 <p>
 </p>
</div>


Relationship Manager

HDFC Bank

<div>
 <p>
  Greeting from HDFC Bank!!
 </p>
 <p>
  <br/>
 </p>
 <p>
  We have urgent opportunity of Imperia Clients Relationship Manager based at Bangalore
 </p>
 <p>
  Job Locations:
  <strong>
   Across
  </strong>
  <strong>
   Bangalore
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Job Name PA (Business Unit) -
   </u>
   Imperia Clients Relationship Manager-RBB
  </strong>
 </p>
 <p>
 </p>
 <p>
  <strong>
   Job Title :
  </strong>
  <strong>
   Imperia Relationship Manager
  </strong>
 </p>
 <p>
 </p>
 <p>
  Business Unit (PA) : Retail Branch Banking
 </p>
 <p>
 </p>
 <p>
  Team : Retail Branch Banking
 </p>
 <p>
 </p>
 <p>
  Reports to (job) :Branch Manager/ Head Relation Banking
 </p>
 <p>
  <br/>
 </p>
 <p>
 </p>
 <p>
  Job Fn : Sales &amp; Portfolio Management Role Type: IC
 </p>
 <p>
 </p>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships.
 </p>
 <p>
  <br/>
 </p>
 <p>
  To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
 </p>
 <p>
 </p>
 <p>
  <strong>
   Key Responsibility Areas : 6 8 Areas
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Activities
  </strong>
 </p>
 <p>
 </p>
 <p>
  HNW Portfolio Management (
  <strong>
   Acquiring, Enhancing, Deepening and Retention)
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio
  </li>
  <li>
   Acquire new customers who meet product criteria
  </li>
  <li>
   Regular interaction with the customer to build rapport to understand and update the profile.
  </li>
  <li>
   Enhance the Overall value/book size of the portfolio
  </li>
  <li>
   Maintain the overall quality / hygiene parameters of the portfolio
  </li>
  <li>
   Cross selling products of the bank based on the customer need
  </li>
  <li>
   Joint calls being done along with Supervisor as per defined process
  </li>
  <li>
   Advisory services to be offered based on the requirement in coordination with PBG.
  </li>
  <li>
   Attrition control of customers
  </li>
  <li>
   Achieving MTD and YTD Revenue Targets
  </li>
 </ul>
 <p>
 </p>
 <ul>
  <li>
   Operations, Marketing &amp; Processes
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
  </li>
  <li>
   Ensure KYC / AML norms are adhered to at all points of time
  </li>
  <li>
   Ensure that 5-S norms are adhered to for individual's workstation
  </li>
 </ul>
 <p>
 </p>
 <ul>
  <li>
   Increase in wallet share
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop &amp; solution for all banking needs of the Imperia Customer
  </li>
  <li>
   Sales to family members and associates (all network)
  </li>
  <li>
   Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
  </li>
 </ul>
 <p>
 </p>
 <ul>
  <li>
   Product Penetration &amp; contribution towards focused product
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
  </li>
  <li>
   Enhance client's Customer to Group (CTG) level
  </li>
 </ul>
 <p>
 </p>
 <ul>
  <li>
   Customer Service
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
  </li>
  <li>
   The customer is informed about any regulatory or process change. Keep the customer updated on program features.
  </li>
  <li>
   Ensure timely customer communication on requests and concerns raised.
  </li>
  <li>
   Proactive complaint management through feedback from customers.
  </li>
  <li>
   Promoting all direct banking channels and ensuring that the customer is utilizing the same
  </li>
  <li>
   Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out
  </li>
  <li>
   Ensure smooth transition of handover/takeover of the portfolio
  </li>
 </ul>
 <p>
 </p>
 <p>
  <strong>
   Educational Qualifications
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Skills (
  </strong>
  examples listed below)
 </p>
 <p>
 </p>
 <ul>
  <li>
   Graduation
  </li>
  <li>
   Post-Graduation
  </li>
 </ul>
 <p>
  Certifications:
 </p>
 <ul>
  <li>
   AMFI Certification
  </li>
  <li>
   IRDA Certification
  </li>
  <li>
   NCFM Certification (Optional)
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Sales and Influencing Skills
  </li>
  <li>
   Banking Product &amp; Process Knowledge
  </li>
  <li>
   NRI Product and Regulatory Knowledge
  </li>
  <li>
   Planning and Organizing Skills
  </li>
  <li>
   Good Communication skills
  </li>
  <li>
   Knowledge of Competition &amp; Current trends in the financial Industry
   <strong>
    .
   </strong>
  </li>
 </ul>
 <p>
 </p>
 <p>
  <strong>
   Experience Required
  </strong>
  :
 </p>
 <ul>
  <li>
   Minimum experience in years 2 to 6
  </li>
  <li>
   Exposure to Portfolio Management segment (Preferred)
  </li>
 </ul>
 <p>
 </p>
 <p>
  <strong>
   Major Stakeholders
  </strong>
  (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
 </p>
 <ul>
  <li>
   Customers
  </li>
  <li>
   Branch Banking Team
  </li>
  <li>
   Operations
  </li>
  <li>
   Product Team
  </li>
  <li>
   Asset Team
  </li>
  <li>
   Treasury
  </li>
  <li>
   Credit
  </li>
  <li>
   Life / General and Health Insurance Partners
  </li>
  <li>
   AMCs
  </li>
  <li>
   HDFC Securities
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details
 </p>
 <p>
  <br/>
 </p>
 <p>
  Current CTC :
 </p>
 <p>
  Expected CTC :
 </p>
 <p>
  Current Location :
 </p>
 <p>
  Preferred Location :
 </p>
 <p>
  Notice Period to join :
 </p>
 <p>
  Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Warm Regards,
 </p>
 <p>
  Abhai Srivastava
 </p>
 <p>
  Talent Acquisition Partner RBB South2
 </p>
 <p>
  abhaikumar.srivastava@hdfcbank.com
 </p>
</div>


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