Private banking RM

Ahmedabad - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

About the Opportunity:

We are looking for a skilledSeniorRelationship Manager (RM) to acquire manage and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores.

Key Responsibilities:

Build and maintain long-term relationships with UHNIs.
Advise clients on PMS Mutual Funds and AIFs.
Manage a significant book of business and grow client portfolios.
Report to the Business Head and collaborate with internal specialists.

Requirements:

10-14 years of experience in wealth management with a proven track record of managing UHNIs.
Strong AUM experience (500-700 crores).
Experience in wealth management focusing on Ultra high-value clients preferred.

Required Skills:

Sales & Marketing

About the Opportunity: We are looking for a skilledSeniorRelationship Manager (RM) to acquire manage and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores. Key Responsib...