Private Banking Relationship Manager

4 weeks ago


Mumbai, Maharashtra, India Quotient Consultancy Full time

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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