Private Banking Relationship Manager
1 week ago
We are seeking a highly accomplished, client-focused individual to join our Private Wealth team as a Private Banker or Senior Private Banker. The ideal candidate will be a true entrepreneur within the firm, responsible for managing and significantly growing a portfolio of HNI/UHNW client relationships, delivering customized, 360-degree wealth solutions. Key Responsibilities (KRA) 1. Client Relationship Management & Wealth Planning Holistic Needs Analysis:Conduct in-depth analysis of HNI/UHNW client portfolios, understanding their financial goals, risk appetite, and entire family/corporate structure. Relationship Deepening:Cultivate and maintain long-term, trust-based relationships with existing clients to maximize client retention and overall 'wallet share.' Customized Strategy:Develop and execute tailored financial and investment strategies, aligning client objectives with comprehensive product suite. Service Excellence:Ensure a best-in-class, seamless client experience, acting as the primary point of contact for all financial needs and queries. 2. Business Development & Revenue Growth Acquisition:Proactively identify, prospect, and onboard new HNI/UHNW clients to expand the book of business and contribute significantly to AUM (Assets Under Management) growth. Cross-Selling:Effectively cross-sell a wide range of products across various asset classes, including Mutual Funds, Fixed Income, Structured Products, Real Estate, Portfolio Management Services (PMS), and Lending Solutions. Target Achievement:Meet and exceed assigned targets for revenue generation, new client acquisition, and AUM growth in line with organizational goals. 3. Investment & Product Expertise Market Acumen:Stay abreast of global and domestic financial market trends, economic indicators, and regulatory changes to provide informed, timely advice. Internal Collaboration:Work closely with the Research, Investment, and Product Specialist teams to ensure optimal product selection and execution of investment strategies. Compliance:Adhere strictly to all internal compliance policies, regulatory guidelines, and KYC/AML procedures.
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Private Banking Relationship Manager
1 week ago
New Delhi, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on and drop CV at Individual Role Good 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,...
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Private Banking Relationship Manager
3 weeks ago
New Delhi, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.comIndividual Role Good 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...
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Private Banking Relationship Manager
4 weeks ago
New Delhi, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFCAs a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment...
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Private Banking Relationship Manager
4 weeks ago
New Delhi, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFCAs a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment...
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Private Banking Relationship Manager
4 weeks ago
New Delhi, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFC As a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored...
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Private Banking Relationship Manager
4 weeks ago
New Delhi, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFCAs a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment...
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Senior Manager- Private Banking
3 weeks ago
New Delhi, India Canara Robeco Mutual Fund Full timeAbout the jobDesignation - Senior Manager Private Banking Experience - 5+ years Location - MumbaiJob Role Generate Sales throughbanking and private wealth channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospects matching their...
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Senior Manager- Private Banking
4 weeks ago
New Delhi, India Canara Robeco Mutual Fund Full timeAbout the jobDesignation - Senior Manager Private BankingExperience - 5+ yearsLocation - MumbaiJob Role- Generate Sales through banking and private wealth channel - Contact and follow up with new and prospective clients and set up new business opportunities - Convert prospects into customers by show-casing appropriate products to the prospects matching their...
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Senior Manager- Private Banking
1 week ago
New Delhi, India Canara Robeco Mutual Fund Full timeAbout the jobDesignation - Senior Manager Private Banking Experience - 5+ years Location - MumbaiJob Role Generate Sales throughbanking and private wealth channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospects matching their...
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Private Banking Relationship Manager
4 weeks ago
Delhi, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFCAs a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment...
