Relationship Manager - Private Client Group

Company : Private Bank

Group : Private Client Group

Role: Relationship Manager

Location: Mumbai

Required : MBA with 1 - 6 years of experience/ graduate with 9 - 11 years of experience

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI

- Responsible for primarily selling Mutual Fund, Equity based investment products, mutual funds, real estate funds & private equity.

- To advise clients on their equity portfolio by doing fundamental analysis on individual stocks and sectors

- Client acquisition for Private Client Group

- Servicing acquired clients and providing them with dealing support.

- Cross selling other financial products like Mutual Funds, Bonds, Structured Products, Margin funding.