Job Description
Vacancies for Private Wealth Relationship Manager / Sr. Private Wealth Relationship Manager/ Team leader Private banking with leading NBFC in Private wealth segment
Location - Chennai, Hyderabad, Bangalore, Mumbai, Pune, Baroda, Ahmadabad, Delhi
Profile
• To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM
• To identify and develop new opportunities to deliver advice and solutions to existing clients,
• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
• 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 for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities
• Be able to work with colleagues of other divisions to Cross Sell products and services to clients
Experience: Minimum 2 -20 years of experience in handling Private wealth Segment
Role- Individual / Team handling
CTC- Open
Preference
• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Experience in investment/financial services knowhow of capital markets knowledge
• Relationship Management Interpersonal skills
• Excellent written and oral communication skills
• Strong analytical skills and ability to work in teams.
,
This job is provided by Shine.com
Location - Chennai, Hyderabad, Bangalore, Mumbai, Pune, Baroda, Ahmadabad, Delhi
Profile
• To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM
• To identify and develop new opportunities to deliver advice and solutions to existing clients,
• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
• 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 for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities
• Be able to work with colleagues of other divisions to Cross Sell products and services to clients
Experience: Minimum 2 -20 years of experience in handling Private wealth Segment
Role- Individual / Team handling
CTC- Open
Preference
• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Experience in investment/financial services knowhow of capital markets knowledge
• Relationship Management Interpersonal skills
• Excellent written and oral communication skills
• Strong analytical skills and ability to work in teams.
,
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager | Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
