relationship manager-wealth management in mumbai

posted
contact
randstad india
position type
permanent
apply now

posted
location
mumbai, maharashtra
function
Banking & finance
position type
permanent
experience
8 To 20
reference number
934699
contact
randstad india
apply now

job description

relationship manager-wealth management in mumbai

?Accountable for the performance of individual's own client book
Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition,client satisfaction, portfolio mix)
Generate healthy pipeline of target market prospects and convert them into clients
Grow client portfolio size by deepening existing customer relationships
Implement an asset allocation in line with the client needs, and model portfolios as benchmarks
Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team
Conduct periodic reviews of client accounts in accordance with established procedures
Deliver profitable growth by controlling costs and mitigating operational losses


Benefits
?Opportunity to work with a dynamic group
Competitive perquisites.


Client Introduction
?One of the largest Financial Services Conglomerate with presence in PAN India. Opportunity with it's Wealth arm.

skills

?Wealth Manager, Private Banker, HNI, UHNI

qualification

?Relevant experience in Wealth Management.
8-20 years of experience.
Preferably a MBA/ CA