Private Banking Relationship Manager
Quotient ConsultancyKochi, IN6 hours ago
Job descriptionStrong 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
Leading Financial Company Hiring Private Banking Relationship Manager
Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.com
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
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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Relationship Manager • Kochi, IN
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