Private Banker - Radiance Private

Department: Wealth Management Services

Role & Responsibilities:

• Acquisition of new client relationships and development/management of existing Private client relationships(TRV > INR 15 Cr)
• Initiates, develops and retains client relationships while contributing actively to business development and financial goals of the bank
• Responsible for overall revenue and profitability goals across the mapped private client base
• Expected to drive solicitation, presentation, closing and ongoing-management of private banking products across the mapped client base
• Liaises with Private Banking product teams to keep abreast of investment and other product offerings and acts as clients window to the private banking services offered the Bank
• Responsible for up-to-date compliance, KYC and client profile on all mapped clients
• Responsible for creating and owning the Investment Charter/Wealth Plan for all mapped customers based on assessment of risk tolerance, investment horizon and suitability for each client and marketing appropriate products and services basis the charter
• Remains abreast in terms of market trends and developments, customer preferences, and new/innovative products
• Contributes to all aspects of the marketing mix including products development, high operational efficiency and bespoke customer service
  
• Independently establishes a meeting system to ensure coverage of the mapped client base, completes meeting reports and establishes a robust follow-up system
• Participates, anticipates, enquires, responds, and prepares written presentations and other documents independently
• Expected to achieve high levels of service standards and maximize client satisfaction.
• Any other roles & responsibilities assigned from time to time

Education Qualification:

Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE

Desirable Qualification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA

Work Experience:

Minimum 12 Years of relevant work experience in financial services, Investment advisory or Private banking out of which minimum 8 Years of experience is in Wealth Management or related profiles

Excellent knowledge of Private Banking products and services including Investments (Mutual Funds, PMS, AIFs, Structured products). Insurance (Life, Health, General), Banking Products (Assets as well as Liabilities), Trusts as well as advisory services etc.

Proven track record of high performance and bespoke relationship management Excellent connections in the respective private banking markets

Well-versed in terms of Banking regulations, and reforms and developments/changes across the Wealth Management business spectrum

No. of Vacancies: 3

The details shared here are for quick reference only. For more details, T&C, and to apply for the Job please refer to the career section of the Banks website or click here: -

https://www.bankofbaroda.in/career/current-opportunities/recruitment-of-professionals-on-contractual-basis-for-various-department