Private Banking Relationship Manager

2 weeks ago

Ahmedabad Chennai Hyderabad, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management)

Interested please call MAHEK and drop resume at

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

  • Private Banking Relationship Manager

    6 days ago

    Ahmedabad, Mumbai, Pune, India OM Careers Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilities* Manage and grow relationships with Private UHNI and HNI clients.* Develop and implement tailored investment strategies across diverse asset classes.* Monitor market trends and assess risks to optimize client portfolios.* Ensure regulatory compliance and uphold ethical standards in all client interactions.Preferred candidate...

  • Private Banking Relationship Manager

    1 week ago

    Bangalore Rural, Bengaluru, Hyderabad, India Krishna Placement Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Developing and implementing strategies to acquire new private banking clients.Building and maintaining relationships with UHNI & HNI clients.Monitoring (KPIs) & reporting on business performance. Required Candidate profilePrivate BankingWealth BankingUHNI & HNI Clients Sourcing PMS & AIF Management

  • Senior Relationship Manager, Private Banking

    2 weeks ago

    Ahmedabad, India GetFive Full time

    Name of the organization – Getfive Advisors Pvt. Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising and debt. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies. Present Role – Senior Relationship...

  • Private Banking Advisor

    2 weeks ago

    Ahmedabad, Gujarat, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to...

  • Private Banking Advisor

    3 weeks ago

    Ahmedabad, India Deutsche Bank Full time

    Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to...

  • Private Banking Advisor

    7 days ago

    Ahmedabad, India Deutsche Bank Full time

    Job Description Position Overview Job Title: Private Banking Advisor Location: Ahmadabad, India Role Description - Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. - The...

  • Private Banking Advisor, AS

    2 weeks ago

    Chennai, Tamil Nadu, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    Role DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to...

  • Private Banking Advisor, AS

    3 weeks ago

    Chennai, India Deutsche Bank Full time

    Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to...

  • Relationship Manager

    4 days ago

    Chennai, -Chennai - Capitale-TLN, Anna Salai, Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager - Banking Solutions-Kotak Private Banking-Banking SolutionThe Relationship Manager - Banking Solutions role at Kotak Private Banking involves managing client relationships and providing banking solutions. Responsibilities include understanding client needs, offering financial advice, and promoting banking products and services

  • Private Banking Advisor, As

    7 days ago

    Chennai, Tamil Nadu, India Deutsche Bank Full time

    **Private Banking Advisor, AS**: **Job ID**:R0400476 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-08-13 **Location**:Chennai **Position Overview**: **Job Title: Private Banking Advisor, AS** **Location: Chennai** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17 locations...