Quotient Consultancy

RM / Sr RM - Private banking (wealth) leading Bank Mumbai

RM / Sr RM - Private banking (wealth) leading Bank Mumbai
Job Location:  Mumbai City
Job Description:  SkillSet: fixed income derivatives, wealth management services, mutual funds, private banking, asset allocation.

Leading and largest bank is looking for RM / Sr Rm for Private banking group for Mumbai

Grade: SR Mgr / AVP

Work Location: Lower Parel.

CTC: 14 - 22 Lacs ( can be discussed)

Should be handling a AUM of 30 crs abd avove with MF AUM of 20 crs upwards.

Interested candidates pl share your updated resume with Deepa on quotientjob@gmail.com


To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques


Customer Service

1. Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.

2. Managing relationships of super HNI clients &retaining the relationships

3. Service the banking requirements of the super HNI clients.

Business Development

1. Acquiring high value relationships into the private banking groups

2. To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

3. To execute cross sell efforts as per focus of the bank at any given point in time.

4. To be updated on the financial markets and in advisory products / services in particular.

5. To acquire new clients in the targeted HNI segment from outside the bank.

Functional Area:  Sales / BD,Finance / Accounts / Tax
Experience:  3 - 8 years
Qualification:  ("Other in Other")
Salary:  12 Lakh to 22 Lakh INR
Quotient Consultancy
Job Ad publication date: 14 May 2021