
Private Banking Relationship Manager
4 weeks ago
Leading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on and drop CV at : 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 SizeResponsible 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 clientsResponsible 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 RequirementsStrong client UHNI network and relationshipsExceptional communication skillsAbility to think BigHigh on integrityPassionate, Ambitious & perseverant, Entrepreneurial mindsetRelationship 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
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Private Banking Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship Manager Interested Connect with MAHEK on and drop CV at Grades : AVP/VP/ VP1/VP2 CTC offered : 20 L to 50 L pa Incentives : 10% of business generated Need to bring your client base along Ticket-size : 1 CR to 25 Cr Min required Individual Role Good Stable candidates from Banks MNCs Broking...
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VP Relationship Manager, Global Private Banking
3 weeks ago
Mumbai, Maharashtra, India HSBC Full timeJob DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Private Banking Specialist
2 weeks ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 18,00,000 - ₹ 2,40,00,000We are seeking a highly skilled Private Banking Specialist to join our team at a leading bank.This role is crucial in acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients and building lasting relationships with them.The ideal candidate will have a strong understanding of wealth management products, including Asset...
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Strategic Wealth Manager
1 week ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Strategic Wealth Manager PositionWe are seeking a seasoned Strategic Wealth Manager to lead our private banking efforts and drive business growth. As a key member of our team, you will be responsible for defining and executing the strategic direction of our wealth management practice.In this role, you will have the opportunity to build and manage high-value...
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Mumbai, Maharashtra, India Michael Page Full timeLead a large pan India private bank relationship for a life insurer in MumbaiOversee significant part of the company's P&L and manage a large teamAbout Our ClientThe hiring organisation is a large organisation in the life insurance sector, known for its focus on offering innovative solutions and fostering strong partnerships. It has a significant presence in...
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Private Banker
2 weeks ago
Mumbai, Maharashtra, India Leading Bank Full timeAbout the Company We are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. About the Role They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. Responsibilities: Bring the New Book (NTB Private...
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Wealth Management Executive
2 weeks ago
Mumbai, Maharashtra, India beBeePrivateBanker Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Summary">This leadership role plays a pivotal part in the HNI and UHNI segment, focusing on delivering holistic wealth solutions and crafting next-generation private banking experiences.">About the Opportunity">">The successful candidate will define and lead the strategic direction of the wealth management practice.">They will lead and mentor a team of...
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Private Banking Associate
3 weeks ago
Mumbai, Maharashtra, India Nuvama Private Full timeRole Overview The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client...
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Private Banking Associate
2 weeks ago
Mumbai, Maharashtra, India Nuvama Private Full timeRole OverviewThe Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client...
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Private Wealth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...