Private Banking Relationship Manager

4 weeks ago

Mumbai, Maharashtra, India Quotient Consultancy Full time
Leading Financial Company Hiring Private Banking Relationship Manager

Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.com

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 quotientconsultancy@gmail.com and can connect with

MAHEK 9137263337

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