Private Banking Relationship Manager

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

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

Interested please share resume on quotientconsultancy@gmail.com and can connect with

MAHEK 9137263337