Relationship Manager - Private Banking

Quotient Consultancy
  • Mumbai, Pune, Mysore
  • 10-18 lakh
  • 4-9 years
  • 30 Mar 2015

  • Sales/ Business Development/ Account Management, Investments

  • Banking - Retail
Job Description

Business Unit - Equities and Private Banking Group


Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

Acquiring high value relationships into the private banking group.

Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

Service the banking requirements of the super HNI clients.

To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

To execute cross sell efforts as per focus of the bank at any given point in time.

To keep one self updated on the financial markets and in advisory products / services in particular.

To acquire new clients in the targeted HNI segment from outside the bank.

Should be AMFI certified.

At least 2 year(s) of working experience in the related field is required for this position.

Competencies/Skill sets for this job

Private Banking Hni Wealth Management Super Hni Mutual Funds

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Quotient Consultancy