Relationship Manager

12 years

0 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for Wealth Relationship Managers for our Wealth Distribution team: Location: Mumbai Roles & Responsibilities: Onboarding, handling and managing HNI / Ultra HNI clients. Accountable to achieve annual revenue, AUM & Strategic product targets in the respective geography. Aiming for consistent growth of customer wallet share and book size. Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions. Constantly review client portfolios and give a birds’ eye view. Ability to work in partnership with Federal Bank and drive leads & AUM. Service existing clients with the support of client servicing team. Adherence to all regulatory, statutory, and corporate compliance standards Qualification & Experience: Graduate + MBA or any other equivalent qualification. 12+ years of experience in Wealth Management space. Show more Show less

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