Relationship Manager

1 week ago


Ahmedabad, Gujarat, India Mintskill HR Solutions LLP Full time
Job Role  
  • Providing financial solutions for high net worth clients.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Must ensure the growth of AUM / Book Size.
  • Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
  • Sharing model portfolios with clients
  • Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.
  • Responsible for complying with regulatory compliance as set out by relevant regulatory authorities


Requirements Job Requirements
  • Experience in revenue generation through financial products : Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.
  • Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.
  • Strong client UHNI network and relationships
  • Exceptional communication skills.
  • Ability to think Big
  • High on integrity, Passionate, Ambitious, Entrepreneurial mindset
  • Relationship management skills, collaborative approach and a team player
  • Exp – 5+ years of experience into Private wealth management.
  • Education – Graduate with MBA from Premier B schools



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