Private Banking Relationship Manager

2 weeks ago

Mumbai, India Quotient Consultancy Full time
Leading 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 Firms NBFC
Understanding 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 authorities
Job 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 player
Exp – 4+ years of experience into Private wealth management.
Education – Graduate with MBA from Premier B schools
Interested please share resume on and can connect with
MAHEK

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