Relationship Manager
6 days ago
Job Name - Relationship Manager - Private Banking / Wealth - Mumbai / Pune 9 - 16 years 17 - 30 LPA ----------------------------------------------------------- Job description Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune We are seeking experienced Wealth Relationship Managers and High Net Worth Individuals (HNI) candidates with over 7 years of solid experience in the banking industry. Ideal candidates should demonstrate job stability and possess a strong functional knowledge of financial products . A personal Assets Under Management (AUM) of at least 75 - 100 Crore is required. Candidates should be well-polished, articulate communicators, with a comprehensive understanding of market trends and domain specifics. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 and 300 Lacs TPP and Banking Targets - Individual PBG Targets across TPP (40%)Ensure targets given at absolute level are met Measured by achievement over target - Banking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives Ensure base penetration is done with all relevant products - Customer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM - Client sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients - Customer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge - To keep updates on functional and industry knowledge. Developing people & relationships- Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence- Strong level of knowledge in equity and related areas Result and Process Orientation - Focused on creating measures of excellence Strategic Planning - Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications Graduation/Post-Graduation: Marketing/Finance Certifications & Skills: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 7 yr Wealth Management experience, Insurance experience, relationship management profile Subject - Wealth_Location Email - /
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Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
5 days ago
Mumbai Metropolitan Region, India Alphabet Investment Full timeCompany DescriptionAlphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website...
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Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
7 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centricAffluent Wealth Relationship Managerto manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, IN People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, India Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, IN Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
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Preferred Relationship Manager
3 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
3 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Equity Relationship Manager
5 days ago
Mumbai Metropolitan Region, India Finnovate Full timeJob Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...
