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Pranjali

Talent Acquisition Specialist at WTG Consultants

Last Login: 17 July 2024

Job Views:  
77
Applications:  33
Recruiter Actions:  1

Job Code

1428510

Relationship Manager - Private Banking

2 - 5 Years.Mumbai
Posted 3 weeks ago
Posted 3 weeks ago

1. Sourcing of HNI clients for Investment Products like Portfolio:

- Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs.

- Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships.

- Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts.

- Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

2. New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

3. Daily meetings to be done with:

- Should have an ability to build relationships and understand banking requirements

- Orientation to learn about various products and financial offering

- Orientation to build and develop customer relationships

- A key aspect of the role is managing the investment portfolio of the mapped clients.

- Hence, you are expected to understand market dynamics and be up-to-date with the latest economic developments around the globe.

- In addition, you are expected to service all client requests and update them regularly basis their financial portfolio

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Posted By

user_img

Pranjali

Talent Acquisition Specialist at WTG Consultants

Last Login: 17 July 2024

Job Views:  
77
Applications:  33
Recruiter Actions:  1

Job Code

1428510

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