Private Banking Relationship Manager

1 day ago

New Delhi, India Quotient Consultancy Full time

Leading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.comIndividual RoleGood Stable candidates from Banks MNCs Broking Firms NBFCUnderstanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.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 Wealth Management. - Responsible for complying with regulatory compliance as set out by relevant regulatory authoritiesJob Requirements- Strong client UHNI network and relationships - Exceptional communication skills - Ability to think Big - High on integrity - Passionate, Ambitious & perseverant, Entrepreneurial mindset - Relationship management skills, Collaborative approach and a team playerExp – 4+ years of experience into Private wealth management.Education – Graduate with MBA from Premier B schoolsInterested please share resume on quotientconsultancy@gmail.com and can connect withMAHEK 9137263337

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