Analyst, Relationship Manager-Loan Against Property, Consumer Banking Group
On-site · Hyderabad, Telangana, India
Hyderabad, Telangana, IndiaOn-siteFull TimeMid LevelNot SpecifiedLarge
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Job Summary
Provide personalized financial advice and solutions to high-net-worth clients in the Treasures segment, sourcing PLAP through Branch Network/DSA, tailoring recommendations based on clients' goals and risk profiles; collaborate with Wealth Management and Investment Advisory to deliver a comprehensive suite of financial solutions, maintain strong client relationships through proactive portfolio reviews, and identify new business opportunities while staying abreast of market trends and regulatory changes.
Required Qualifications
- Experience in client-facing role within the financial services industry, preferably in wealth management or private banking
- Strong analytical and problem-solving skills to understand client needs and provide tailored financial solutions
- Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients
- Ability to work collaboratively with cross-functional teams and stakeholders
- Demonstrated track record of achieving sales and client satisfaction targets
- Relevant professional certifications, such as CFP or CFA, would be an advantage
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