Director - Retail Private Banking
Location
Mumbai, Navi Mumbai, Delhi NCR, Delhi, Chennai, Bangalore, Kolkata
Experience
10–24 years
Required Skills
About the Role
Job Summary
- As a Relationship Manager, you'll be responsible for managing and developing relationships with high-profile & Ultra HNI clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.
About Wealth and Retail Banking
- Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank.
- We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.
Key Responsibilities
- Provide outstanding client experiences.
- Organised, follow-up leads, complete and record appointments, close customer requests
- Support our clients to meet their financial needs, as they progress through their career and life-stages.
- Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Keep abreast of market trends, new product offerings and the latest campaigns.
Ideal Candidate
A seasoned private banking executive who has progressed from relationship manager to senior leadership, with a track record of building and scaling HNI/UHNI portfolios in Indian metros.
Estimated Salary Range(low confidence)
₹24 L – ₹55 L per year
Likely Interview Questions
- 1.Walk us through your largest UHNI client portfolio—what was the AUM, retention rate, and how did you differentiate your advisory approach?
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