Relationship Manager - Wealth Management - Private Banking

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 achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

- 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.

Skills required:

- Graduation/PG in any discipline with minimum of 2-5 years work experience, largely in wealth management, Banking

- Must be from banking or wealth management background

- NISM certification for cash and derivatives segment of equity market.

- AMFI certificate would be added advantage

Interested Candidates, Please Share your updated CVs or Call on 9920183960 or 8291691807

Locations : Mumbai/Bangalore/ Delhi/Chandigarh/Ahmedabad