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11/04 Jatin
Manager at Mpower Consultants

Views:10608 Applications:766 Rec. Actions:Recruiter Actions:395

Relationship Manager - Wealth Management - Private Banking (2-5 yrs)

Metros/Bangalore/Chennai/Delhi/Hyderabad/Mumbai/Pune Job Code: 685854


1. Acquisition of HNI/UHNI/ Corporate Clients and advising on Private Banking/ wealth management services through products like mutual funds,PMS, Bonds, advice on direct equity, structured products, Estate Planning, asset allocation, bonds and derivatives etc

2. Maintaining- client- relationships and generate AUM from preferred- clients.

3. Advising- HNI/Ultra- HNI- clients- on their Investments and managing their overall financial portfolio and deepening the wallet from existing- clients-

4. Track the- HNI/Ultra- HNI- segment in the market for new- client- acquisition- to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into- clients portfolios

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

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

7. To generate revenue from existing customers mapped and from new- clients

8. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.

9. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

10.Develop Product understanding & Domain knowledge with view on Global & Domestic markets.

Must be from a Banking Wealth Management background.

Skill required:-

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

- Strong Communication & negotiation skill-

- Person with clean track record and high integrity

Salary Offered : 9 lacs - 30 Lacs

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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