Relationship Manager - Private Banking - Broking Firm

Job Description :

- Analyze financial information and develop strategies for clients.

- Drive AUM growth and achieve revenue targets through client acquisition.

- Conduct regular meetings with clients to provide market updates and investment advice.

- Monitor financial market trends to keep client plans responsive to changes.

- Drive cluster-level AUM growth and revenue targets through client acquisition and retention.

- Ensure proactive client engagement and strategic portfolio management by team members.

- Identify and exploit cross-selling opportunities in coordination with other business units

Qualifications & Experience :

- Graduation/Post Graduation in any discipline.

- Wealth Management Expertise (knowledge of investment products and wealth platforms).

- Experience in client acquisition and revenue generation.

- Proficient in MS Office, MS Excel, AMFI, and IRDA certifications.

- Drive cluster-level AUM growth and revenue targets through client acquisition and retention.

- Ensure proactive client engagement and strategic portfolio management by team members.

- Identify and exploit cross-selling opportunities in coordination with other business units

- Minimum 10 to 15 years of experience in Private Banking/Wealth Management, with at least 3-5 years in a leadership role.

- Strong understanding of financial products : mutual funds, PMS, bonds, structured products, etc.

- Excellent leadership, interpersonal, and client management skills.

- Proven track record of team performance and revenue generation