Relationship Manager | A Leading Private Bank | Max CTC up To 15 Lacs

2 - 7 Years
Mumbai, Chennai, Pune, Kolkata, Kochi, Mumbai Suburbs, Navi Mumbai, Surat

Job Description

Hi,

Greetings of the day!!

We have an excellent job opportunity for you to work with India's leading private sector bank as a Relationship Manager .

CTC: Max up to 15 Lacs + Incentives (Salary will depend upon last drawn CTC and experience)

Job Location:  Mumbai, Chennai, Pune, Kolkata, Surat & Cochin

Desired Experience: Must have 2 years plus experience into wealth management. Should come up with their own book size. Candidate having retail wealth experience can also apply.

Qualification Required: Graduate with 2 years plus years / Post graduate from a premier institute with 2 - 5 yrs exp in wealth management

PLEASE NOTE:
  • CANDIDATE SHOULD BE CURRENTLY WORKING WITH ANY ORGANIZATION.
  • ABSCOND CASES AND "CURRENTLY NOT WORKING" CASES WILL NOT BE CONSIDERED.
  • THIS IS PURELY A WEALTH ROLE. PLEASE DO NOT APPLY IF YOU DON'T HAVE RELEVANT EXPERIENCE INTO WEALTH.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:
  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
  • Provide regular updates to the immediate superior as and when required.


Interested candidates can email their updated CV at mohsin.shaikh@careernet.co.in

Salary: INR 10,00,000 - 15,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Education-

PG:MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

NA
View Contact Details+

Recruiter Name:Vishal

Contact Company:Careernet Technologies Pvt Ltd

Email :mohsin.shaikh@careernet.co.in

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