Job Description
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
💡 Quick Summary
Seeking a career-building opportunity? The Private Banking Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
