Private Banking Relationship Manager
4 weeks ago
About 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 solutions across Financial Products. You will be responsible for understanding clients’ financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns—while contributing to the continued growth and reputation of our organization.Key ResponsibilitiesIdentify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.Overall new AUM growth in line with the objective laid down by the company.Managing individual revenue budget.Advise clients on portfolio construction by offering a range of investment solutions across asset classes.Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.Ensure clients have regular access to relevant research material and market insights.Service and support existing clients in collaboration with the client servicing team.Customize investment pitches and advisory solutions in line with client requirements.Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention.Education & Certifications:-MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.Knowledge of Financial products & Capital markets is essential.
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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
1 week ago
New Delhi, India wowJobs Full timeWe 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...
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Private Banking Relationship Manager
8 hours ago
New Delhi, India wowJobs Full timeWe 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...
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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
Delhi Division, 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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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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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...
