RM - Private Banking Group

Rending Wealth Advisory services to clients with over 5Cr AUM with the bank. Role will require managing existing clients of the bank as well as acquire new clients.

- The relationship manager has a duty to render the financial services honestly and fairly, and with due skill, care and diligence, in the interests of clients and the integrity of the financial services industry.

- Servicing the existing clients for their banking & investment needs

- Sharing with the clients new product information

- Updating clients on their past investments

- Fulfilling ‘Know Your Customer’ requirements of existing clients as per regulatory norms at defined time intervals.

- Take reasonable steps to seek from the client appropriate and available information regarding the client’s financial situation, financial product experience and objectives to enable the provider to provide the client with appropriate advice.

- Conduct an analysis, for purposes of the advice, based on the information obtained.

- Identify the financial product or products that will be appropriate to the client’s risk profile and financial needs, subject to the limitations imposed on the provider under the Act or any contractual arrangement.

- Take reasonable steps to establish whether the financial product identified is wholly or partially a replacement for an existing financial product of the client. Fully disclose to the client the actual and potential financial implications, costs and consequences of such a replacement.

- Take reasonable steps to ensure that the client understands the advice and that the client is in a position to make an informed decision.

- To undertake projects and assignments from time to time and review it with teams.

Exposure to Advisory & intermediary of below -

- Long term insurance schemes

- Collective Investment schemes

- Securities and Instruments – [ Shares, Money Markets Instruments, Bonds, Derivatives]

- Deposits

Contact - mansi@peoplekonnect.co.in