Relationship Manager - Private Wealth

Job Description

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

Requirements

Job Requirements

Benefits

Requirements

1. Good command on English language, interpersonal skills and communication 2. Knowledge of RBI Guidelines on trade finance products, FEMA guidelines 3. Experience on handling inward and outward foreign remittances 4. Issuance of Bank Guarantees & SBLCs – Inland and Foreign 5. Issuance of Import LC, document checking and payment 6. Export Finance – Pre and Post Shipment 7. Export LC advising, bills lodgment 8. Inland trade, bills discounting