Relationship Manager - Banking

Location - Mumbai

Experience Range - 5-7 yrs

Mandatory Requirement:

- Client Acquisition

- HNI Client

- Wealth Product

About the client:

Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They are a trusted Investment bank servicing customer with the best results in advisory in their investments, the best corporates for their growth & capital needs and families in managing their wealth. Led by seasoned bankers, they work with the largest and the most reputed investors.

Job Roles and Responsibilities:

- Onboarding, Handling and Managing HNI / Ultra HNI clients.

- Accountable for achieving Annual revenue, AUM and strategic product targets in the respective geography.

- Aiming for consistent growth of customer wallet share and book size.

- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

- Constantly review client portfolios and give a bird's eye view.

- Service existing clients with the support of the client servicing team

- Adherence to all regulatory, statutory, and corporate compliance standards

Qualification and Experience:

- Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

- English is mandatory and command of the local language would be beneficial.

- Ability to work in tandem with our channel partner and generate leads & business.

- Good communication and presentation skills

Other Details:

- 5 days working

- Work from the office