Private Banking Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Company Description
Belginjava Management Consultancy (BMC) is a financial services-focused executive search and business consulting firm located in Mumbai & Dubai. We have been retained by a few well established Wealth Advisory, Private Banking firms for the role of Private Banking Relationship Managers in India, multiple locations
Role Description
This is a full-time on-site role for a Private Banking Relationship Manager. The Relationship Manager will be responsible for managing a portfolio of high net worth clients, developing and maintaining strong relationships, and providing customized solutions.
Key Responsibilities
-Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
-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 approved products.
-Responsible for business development through acquisition of high net-worth clients.
-Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
-Should be managing minimum 100 Cr AUM for clients with net worth of minimum 5 cr
Other Skills
-Result Orientation
-Customer Focus
-Knowledge Driven
-Continuos learning and growth focus
-Planning and Organizing
-Interpersonal/ relationship management skills
-Passion for acquisition n sales
Qualifications
-Graduate/Post Graduate
-MBA / CFA is preferred
-AMFI/IRDA/NSE Certifications preferred
-Minimum 10 years of work experience in the industry
Belginjava Management Consultancy (BMC) is a financial services-focused executive search and business consulting firm located in Mumbai & Dubai. We have been retained by a few well established Wealth Advisory, Private Banking firms for the role of Private Banking Relationship Managers in India, multiple locations
Role Description
This is a full-time on-site role for a Private Banking Relationship Manager. The Relationship Manager will be responsible for managing a portfolio of high net worth clients, developing and maintaining strong relationships, and providing customized solutions.
Key Responsibilities
-Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
-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 approved products.
-Responsible for business development through acquisition of high net-worth clients.
-Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
-Should be managing minimum 100 Cr AUM for clients with net worth of minimum 5 cr
Other Skills
-Result Orientation
-Customer Focus
-Knowledge Driven
-Continuos learning and growth focus
-Planning and Organizing
-Interpersonal/ relationship management skills
-Passion for acquisition n sales
Qualifications
-Graduate/Post Graduate
-MBA / CFA is preferred
-AMFI/IRDA/NSE Certifications preferred
-Minimum 10 years of work experience in the industry
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