Relationship Manager - Private Banking - IIM/ISB/MDI/FMS

Description:

- Leading Financial Company Hiring Private Banking Relationship Manager.

- Individual Role.
-

Good Stable candidates from Banks MNCs Broking Firms NBFC.

- Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role:

- Providing financial solutions for high net worth clients.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size.

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients.

- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.

Job Requirements:

- Exceptional communication skills.

- Ability to think Big.

- High on integrity.

- Passionate, Ambitious & perseverant, Entrepreneurial mindset.

- Relationship management skills, Collaborative approach and a team player.

Exp:

- 4+ years of experience into Private wealth management.

Education:

- Graduate with MBA from Premier B schools.