Partner at DimensionsHRD Consultants
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Relationship Manager - Private Wealth - Bank (8-17 yrs)
A leading Indian Private bank is looking for RM-Private Wealth for their Ultra Rich customers.
Responsibility :
- RM will manage HNI sales/ Equity Sales
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High networth clients.
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Will be responsible for primarily selling Equity based investment products.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
- Provide regular updates to the immediate superior as an when required.
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