RM / Sr RM - Private Wealth

Quotient Consultancy
  • Mumbai
  • 10-11 lakh
  • 4-9 years
  • Views
  • 18 Aug 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Position Relationship Manager/ Senior Relationship Manager
Location Lower Parel, Mumbai
Reporting to Cluster/ Regional Head
Span of Control(Geog & Nos of Reportees) Individual
Specific Responsibilities Acquiring and on boarding New HNI clients
Building & Developing client Relationship.
Developing Margin Funding book
Business development through advisory services
Achieving Revenue targets
Adhering to compliance
Key Performance Indicators

Acquire 2 HNI clients per month (Min Margin of 10 lacs)
Identify large traders/investors from his region & onboard them.
Getting a larger wallet share of the client.
Recommend stocks from our Research basket & Advise client on their portfolio.
Generate revenue min. 3X cost.
Key Inter-relationships
Internal Dealers/CS/Research/RMS
External Customer
Experience 5-10years
Qualification Graduate


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Quotient Consultancy