Private Banking

11 hours ago

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

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.

Providing financial solutions for high net worth clients.

Monitor financial market trends to ensure that client plans are responsive.

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.

Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Strong client UHNI network and relationships

Exp – 4+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools

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