Relationship Manager - Private Banking

Job Description:

- Portfolio Management: Managing client portfolios across debt and equity and restructuring portfolios considering global investment scenarios.

- Provide investment ideas: Regularly interact with clients, analyze and monitor portfolios and recommend investment products based on financial analysis and risk profile.

- Market research: Structuring and diversifying investments based on industry and macroeconomic research of domestic as well as global markets.

- Investment products managed include: Equities, mutual funds, debt, bonds, structured products, commodities, real estate, currencies (forex), loans etc.

- Other financial products managed are: Loans against assets and securities, margin funding, leveraged investments.

- Analysis of products based on time horizon:Understanding impact of investment horizon and optimizing returns based on short term, medium term and long term investments.

- Calculating portfolio performance using annualized (ARR) and internal rate of return (IRR) parameters as well as pre-tax and post-tax investment returns.

- Candidate with 6-10 years of relevant wealth management experience. Preferably working with MNC Bank. Should have excellent communication skills.

Note: Candidates will have to travel to Mumbai on their own expenditure for Interviews.