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Relationship Manager - Private Wealth

Relationship Manager - Private Wealth

Mintskill HR Solutions LLPBaroda, GJ, in
11 days ago
Job type
  • Quick Apply
Job description

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

  • Experience in revenue generation through financial products :   Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.
  • Proven experience in private banking, wealth management, or a related field, with a strong track  record of managing a self-sustained client book.
  • Strong client UHNI network and relationships
  • Exceptional communication skills.
  • Ability to think Big
  • High on integrity, Passionate, Ambitious, Entrepreneurial mindset
  • Relationship management skills, collaborative approach and a team player
  • Exp – 5+ years of experience into Private wealth management.
  • Education – Graduate with MBA from Premier B schools

    • 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

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    Relationship Manager • Baroda, GJ, in