Relationship Manager

360 ONE Wealth; Pune District; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

A leading wealth management firm in Pune is seeking an experienced Private Banker to manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalized investment advisory, and delivering an exceptional wealth management experience. The ideal candidate has over 5 years of experience in private banking or wealth management, strong product knowledge, and excellent relationship management skills.

Qualifications

• 5+ years of experience in private banking or wealth management.
• Strong product knowledge and understanding of HNW client needs.
• Excellent communication, relationship management, and advisory skills.

Responsibilities

• Identify and onboard HNW clients through market research and referrals.
• Provide tailored investment solutions across various products.
• Facilitate digital onboarding and guide clients through investment journey.
• Deepen client relationships to increase wallet share.

Skills

Client acquisition

Investment advisory

Relationship management

Communication skills

Job description

Overview

Role Overview:

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Responsibilities

• Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
• Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
• Facilitate digital onboarding and guide clients through their digital investment journey
• Deepen client relationships to increase wallet share and long-term engagement

Requirements

• 5+ years of experience in private banking or wealth management
• Strong product knowledge and understanding of HNW client needs
• Excellent communication, relationship management, and advisory skills

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

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