Private Wealth Relationship Manager / Cluster Head

We are looking to hire experienced Private Bankers for our Private Wealth Team based in Delhi / NCR & Mumbai.

Kindly find the job details of the roles below:

Job Role: Relationship Manager

Location: Delhi / NCR, Mumbai

Experience: 3+ Years

Responsibilities:

• Acquire New to Firm HNI / UHNI and corporate clients while driving business growth and revenue
• Develop and nurture long term relationships with HNI / UHNI clients by understanding their financial needs and delivering tailored wealth management solutions
• Analyse client financial profiles and objectives to recommend appropriate investment and wealth management strategies
• Responsible for achieving targets through client acquisition, AUM growth and revenue generation across investment and wealth management products
• Identify new business opportunities and strengthen the client base through relationship management and networking

Job Role: Cluster Head

Location: Delhi / NCR, Mumbai

Experience: 15 - 25 Years

Responsibilities:

• Lead and manage clusters HNI / UHNI client relationships while driving the team towards business and revenue targets
• Develop and execute strategic business plans to drive growth for the private wealth business in the region
• Drive client acquisition, AUM growth and revenue generation across the cluster
• Monitor sales performance and continuously identify opportunities to improve team productivity and effectiveness
• Build strong market presence and enhance the organization’s branch through effective client engagement and leveraging the company’s research led investment insights and capabilities

Desired Profile:

• Graduation / Post Graduation in any discipline / MBA in Marketing
• Sound knowledge of investment products and financial markets
• Price experience in managing HNI/UHIN clients
• Excellent communication, interpersonal and relationship management skills

Regards,

Avinash

9729191910