SVP/ VP/ AVP/ Relationship Manager - Private Banker/ Wealth Management

SVP/VP/AVP/Relationship Managers

Key Responsibilities

• Acquiring, deepening, and retaining

  relationships with HNI and UHNI clients.

• Generating revenue

  by effectively promoting and selling a range of products, including

  Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking

  .

• Networking and cultivating strong relationships

  with clients to understand their financial needs and objectives.
• Applying deep knowledge of

  capital markets and all financial products

  to provide sound investment advice.

• Building Assets Under Management (AUM)

  and expanding the client base as per company-defined targets.
• Sending relevant

  news, market-related inputs, and reports

  to clients to keep them informed.

Skills

• Exceptional Selling Skills

  and strong

  Soft Skills

  .
• In-depth

  knowledge of Equity and Debt-based products

  , and

  Loans

  .
• Deep knowledge of

  capital markets and all financial products

  for accurate advice.
• Proficiency in

  Wealth Management, Relationship Management, Investment Advisory, and Portfolio Management

  .
• Expertise in

  selling financial products

  such as Mutual Funds (MF), PMS, AIF, and Equity.
• Strong foundation in

  Financial Planning

  and

  Stock Broking

  .

Qualifications

• Experience:

  Minimum of

  7 years of experience

  in wealth management or private banking.

• Current Role:

  Must be an

  existing Relationship Manager Wealth Management/Private Banker

  .

• Product Knowledge:

  Comprehensive knowledge of

  Mutual Funds, PMS, AIF, Stock Broking, Equity

  , and related financial instruments.

• AUM:

  Proven track record with an

  existing AUM of a minimum of ?50 Cr

  .

• Relevant Designations (Preferred):

  Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.