Senior Manager/Chief Manager - Private Wealth - Bank

We are hiring for Private Wealth RM for a leading Bank.

Grade : Sr.Manager / Chief Manager

Education : MBA / PGDM

Age : Not more than 34 Years

Job Role :

- The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 5 CR & below single individual client).

- Maintaining client relationships and generate AUM from preferred clients.

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

- 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.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Salary range: 8 - 13 LPA

Vikash Singh
011-45516537