Sr Relationship Manager | Private Wealth | A Leading NBFC | Ahmedabad

5 - 10 Years

Job Description


Greetings of the day!!

We have an urgent requirement for the role of "Cluster Head" with one of the India's leading Private Wealth NBFC.

Experience Required: Must have 10 years plus experience into private wealth.

Qualification: Must be a graduate OR post graduate.

Job Location: Ahmedabad.

CTC: Max up to 18 To 28 Lacs (Depending upon the last drawn CTC and experience)

NOTE:  The person need to bring few team members as well along with own book size.

Roles & Responsibilities:
  • Responsible for new client acquisition, HNI/UHNI, 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 client's 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. SKILLS & KNOWLEDGE

Interested candidates can email their updated CV at

Salary: INR 18,00,000 - 27,50,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager


Desired Candidate Profile

Please refer to the Job description above


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

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

View Contact Details+

Recruiter Name:Vishal

Contact Company:Careernet Technologies Pvt Ltd


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