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20/09 Divya
HR Consultant at Reset HR Services

Views:1040 Applications:105 Rec. Actions:Recruiter Actions:2

Relationship Manager - Sales - Private Banking (6-10 yrs)

Overseas/International/Middle East/Muscat/Oman Job Code: 91815

Opening for Relationship Manager - Private Banking - Muscat


- Post graduate with specialization preferably in Finance/investment management/accounting

- Having a minimum of 6-8 years experience as private banker handling HNW clients

Business Development and sales :

- Responsible for attainment of sales and financial goals including deposits, loans, investment management, and fee-based products.

- Responsible for developing new prospects/relationships and managing existing high net worth clients/accounts with portfolio size upto USD 500,000 in order to enhance/grow/retain client relationships.

- Planning and execution of Sales activities such as cold prospecting, reviewing existing customer files to identify sales opportunities, producing file notes after any client meetings, summarizing any additional actions required, including follow up calls

Solutions and Advisory :

- Maintain a strong working knowledge of client portfolios / products with the bank

- Tracking the client portfolios and providing regular reporting.

- Advising clients on their Global financial needs and building holistic plans. Fulfilling client needs on various investments solutions encompassing customized investment structures, DPM, Advisory, Real Estate, Alternative assets, Estate Planning, Transaction advisory services and multi Jurisdictional holding structures.

- Providing clients with banking solutions across asset and liabilities propositions

Client relationship management :

- Foster and maintain excellent relationships with customers, by responding to needs quickly and effectively.

- Work closely with other departments for developing and broadening client business relationships with the Bank.

Business support :

- Contributing to the development of new products and services, based on customer feedback

- Compliance with legal requirements, regulations, organisational policies and professional codes

Job Location : Muscat (Oman)

Only male candidates can apply.

Age should be below 36 Years

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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