Affluent Relationship Manager (House Hold)/AVP/DVP

Executive Resource Consultants

7 - 12 years

18 - 25 Lacs

mumbai

Posted:1 week ago| Platform:

Apply

Skills Required

hni portfolio wealth management ultra hni relationship management banking portfolio management hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities.

(To understand better about this profile, appropriate candidates canWhatsApp message @ 8178095895/ 9891971500)

Manage relationships with high-net-worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
Identify new business opportunities through networking, referrals, and market research to expand the client base.
Develop and maintain strong relationships with existing clients to increase wallet share and product penetration.
Analyze client needs using financial planning tools like goal-based investing, retirement planning, etc.

Desired Candidate Profile

(Only Candidates from the Banking or Wealth Management Companies are preferred).

7-12 years of experience in the banking or wealth management industry.
Strong understanding of HNI client handling, portfolio management, relationship management, and wealth creation strategies.
Excellent communication skills for effective interaction with high-net-worth individuals.
Ability to work independently as well as part of a team environment.
The maximum age for this position is 40 years.

More Jobs at Executive Resource Consultants

Affluent Relation Manager AVP/DVP in a Leading Bank-Kotak Bank

Navi Mumbai, Pune, Mumbai (All Areas)

6.0 - 11.0 yrs

INR 18 - 25 Lacs

Branch Manager -AVP in a Leading Bank - Kotak Bank

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

7.0 - 12.0 yrs

INR 11 - 14 Lacs

Branch Manager -AVP in a Leading Bank - Kotak Bank

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

7.0 - 12.0 yrs

INR 10 - 15 Lacs

Branch Manager -AVP/DVP - Kotak Mahindra Bank For Mumbai and Pune

pune, mumbai (all areas)

8.0 - 13.0 yrs

INR 16 - 30 Lacs

Branch Manager -AVP/DVP - Kotak Mahindra Bank For Mumbai and Pune

navi mumbai, pune, mumbai (all areas)

8.0 - 13.0 yrs

INR 17 - 25 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.