Job Role

- Providing financial solutions for high net worth clients.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size.

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients

- Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Requirements

Job Requirements

- Experience in revenue generation through financial products : Fixed Income, AIF, MF, Equity,



Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.
- Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.

- Strong client UHNI network and relationships

- Exceptional communication skills.

- Ability to think Big

- High on integrity, Passionate, Ambitious, Entrepreneurial mindset

- Relationship management skills, team-oriented approach and a team player

- Exp – 5+ years of experience into Private wealth management.

- Education – Graduate with MBA from Premier B schools

Benefits

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📌 Relationship Manager - Private Wealth (Mumbai)
🏢 Mintskill HR Solutions
📍 Mumbai