Relationship Manager - Private Banking & Equities Group

We are a Human Resources and Staffing Solutions Company, providing organizations with solutions & services to meet their workforce needs across the world.Ten plus years experience in servicing large, local & multinational companies.

At BFSI Search we have successfully put to work hundreds of employees annually through two business divisions: Professional Services & Staffing Services. We work hard, and strive to be the benchmark in providing quality employment opportunities.

Our Client is one of the India's Leading and Largest Premier Bank, providing wide range of financial products & services across hundreds of Indian cities using multiple distribution channels, including pan-India network of branches, ATMs, phone banking, net banking & mobile banking. Within a relatively short span of time, the bank has emerged as a leading player in retail banking, wholesale and Private Banking, & treasury operations, its three principal business segments.

We have been retained by our client, to assist in recruiting the following position:

Position : Relationship Manager/Private Banker- Private Banking Equities and Private Banking Group

Location : Bangalore & Mumbai

Responsibilities :

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring high value relationships into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- To execute cross sell efforts as per focus of the bank at any given point in time.

- To keep one self updated on the financial markets and in advisory products / services in particular.

- To acquire new clients in the targeted HNI segment from outside the bank.

Kindly mention your Current CTC and Notice Period while sharing your profiles.

Jenita Malhotra
Practice Lead & Business Manager
BFSI Search
A Unit of AddRec Solutions Pvt Ltd