Private Banking Relationship Manager
3 weeks ago
Leading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on and drop CV at Grades : AVP/VP/ VP1/VP2CTC offered : 20 L to 50 L paIncentives : 10% of business generatedNeed to bring your client base alongTicket-size : 1 CR to 25 Cr Min requiredIndividual 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 and can connect withMAHEK
-
Private Banking
7 days ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...
-
Private Banking
1 week ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West] Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management - Serve as the primary point of contact for assigned HNWI/UHNWI clients. - Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. - Provide tailored advice on...
-
Private Banking
1 week ago
mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...
-
Private Banking
7 days ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on...
-
Private Banking
7 days ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
7 days ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
1 week ago
mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
6 days ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
6 days ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
6 days ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship Management- Serve as the primary point of contact for assigned HNWI/UHNWI clients.- Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.- Provide tailored advice on...
