Senior Relationship Manager – Private Banking
2 weeks ago
IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors.
Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options). This tool transforms the ability of RM’s to instantly address client queries across complex investment options, dramatically improves their productivity levels and acts as a strong value-add that RM’s can offer their clients (helping RM’s gain new clients & increase wallet share).
Role Overview
We are on the lookout for seasoned Senior RM’s/Private Bankers to embrace a dynamic, quasi-entrepreneurial role within our team.
What We Offer
- Innovative Partnership Model: The partnership model offers extreme workplace flexibility, excellent work-life balance, and a very lucrative revenue-sharing structure. We follow a slab-based revenue share model, which rewards high income-generators with higher revenue shares.- State-of-the-Art Platform: Access to IME’s RMS, complete with operational and infrastructure support, an investment desk, and a comprehensive suite of products.- Dynamic work culture: Freedom from organisational pressures, office hierarchies, sales targets & more. The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry.- Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors to keep you on top of the ever increasing investment universe.
Candidate Requirements
- Experience: A minimum of 10 years of experience (no upper-cap on experience), actively managing clients as a Relationship Manager/Private Banker in the wealth management industry. Our slab-based structures appropriately rewards candidates with a higher level of experience/AUM.- Existing Client Profile: We have specific tailor-made offerings for the Affluent (50 lakhs -10 cr), HNI (10-25 cr) and Ultra-HNI (25 cr+) categories, and have a min 50 lakh threshold to onboard a new client. Your existing client base needs to primarily comprise investors from these categories.- Entrepreneurial: Self-driven & keen to operate independently while leveraging a supportive infrastructure.- Client-Focused: Dedicated to delivering superior value and service to clients.
Why Join IME Capital?
You will gain access to a unique wealth management platform and a partnership model that offers the flexibility and resources needed to thrive in today’s dynamic financial landscape.
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