Relationship Manager/Senior Relationship Manager - UHNI - Private Wealth Firm

We are glad to inform you that we have an urgent requirement with one of the Private Wealth firms for following below profile :

Location:Delhi

RM/Senior RM

- Source new accounts of Ultra HNI clients

- Act as a single point of contact for the clients- banking and investment needs including financial succession planning.

- Build a healthy book with a focus on increase in AUM.

- Build a healthy relationship with the client and provide them with all kinds of services including secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory requirements.

KRAs :

- Increase in AUM and relationships

- Advise the clients on their financial portfolios basis a detailed investment plan.

- Deepen existing relationships by increasing the product holding per family of the clients.

Qualification : Post Graduate

Rohan.