Senior Client Relationship Manager

About the job

Designation - Senior Manager Private Banking

Experience - 5+ years

Location - Mumbai

Job Role

• Generate Sales through banking and private wealth channel
• Contact and follow up with new and prospective clients and set up new business opportunities
• Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs
• Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share
• Stay up to date on industry trends and identify new market opportunities
• Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products
• Ensure and adhere to compliance and regulatory guidelines for the region

Educational qualifications & Experience