Private Bankers/Sr Private Bankers

Company Profile:

Religare Private Wealth

Religare Private Wealth (RPW) is one of India's leading providers of research-backed open architecture advisory led wealth management services and solutions. an integral part of the broader Capital Markets business of Religare group. RPW's wealth management know-how, risk management methodologies and framework and innovative investment solutions, is based on global best practices.

RPW's key value proposition of 'Simplified Wealth Solutions' for its clients rests on three core pillars comprising of knowledge led people, best practice processes and world class investment solutions. The business prides in its ability to break down a world of investment complexities into a world of investment simplicities to help clients achieve their personal financial goals.

RPW was incepted in 2008 and currently has 9 branches pan India with 50RMs accross the country with investment advisorswho are SEBI licensed and CFP certified. It was awarded "Most Exciting Wealth Management Model" globally by Private Bankers International - 2009 Recognition.

Job Description :

The Relationship Manager is considered to be the fulcrum of our entire business proposition. The core role can be summarized with the following:

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space.

- This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Existing experience in managing a book of at least 25 families of high net worth (excess of INR 1 Cr) across asset classes, employed in a banking framework, other NBFCs, broking companies.

- Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.

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