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Leading Financial Company Hiring Private Banking Relationship Manager

Interested Connect with MAHEK on and drop CV at

Grades : AVP/VP/ VP1/VP2

CTC offered : 20 L to 50 L pa

Incentives : 10% of business generated

Need to bring your client base along

Ticket-size : 1 CR to 25 Cr Min required

Individual Role

Good Stable candidates from Banks MNCs Broking Firms NBFC

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

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 Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

• Strong client UHNI network and relationships
• Exceptional communication skills
• Ability to think Big
• High on integrity
• Passionate, Ambitious & perseverant, Entrepreneurial mindset
• Relationship management skills, Collaborative approach and a team player

Exp – 4+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools

Interested please share resume on and can connect with

MAHEK

Leading Financial Company Hiring Private Banking Relationship Manager

Interested Connect with MAHEK on and drop CV at

Grades : AVP/VP/ VP1/VP2

CTC offered : 20 L to 50 L pa

Incentives : 10% of business generated

Need to bring your client base along

Ticket-size : 1 CR to 25 Cr Min required

Individual Role

Good Stable candidates from Banks MNCs Broking Firms NBFC

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

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 Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

• Strong client UHNI network and relationships
• Exceptional communication skills
• Ability to think Big
• High on integrity
• Passionate, Ambitious & perseverant, Entrepreneurial mindset
• Relationship management skills, Collaborative approach and a team player

Exp – 4+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools

Interested please share resume on and can connect with

MAHEK

Objective:

To drive business development in line with the bank's objectives and ensure high-quality customer service through wealth management practices.

• Achieve individual PBG targets across TPP (40%) – measured against absolute target slabs (₹55L, ₹5L, r).
• Meet banking income targets (10%) with a focus on base penetration and product relevance.
• Ensure customer-level profitability (10%) – Minimum ₹1 ,000 from 75% of the self-base (individual for RM, team for Sr. RM).
• Achieve AUM growth objectives (10%) – Minimum 10% YoY growth in self or team base.
• Fulfill client sign-on objectives (10%) – Including new-to-bank and conversion of existing clients to PBG services.

• Ensure quality customer interactions are recorded in CRM as per desk policy.
• Adhere to Client Contact Management and Personal Meeting policies, updating CRM within timelines.

• Deliver benchmarked product solutions based on customer needs.
• Gather customer feedback to refine and enhance wealth solutions.

• Functional/Industry Knowledge: Stay updated with current financial market trends and product knowledge.
• Developing People & Relationships: Lead by example, guide team members, and foster strong professional relationships.
• Research Excellence: Maintain strong knowledge in equities and wealth-related areas.
• Result & Process Orientation: Maintain high standards of performance and process adherence.
• Strategic Planning: Set clear, actionable goals aligned with broader business objectives and track execution.

• Graduation / Post-Graduation in Marketing / Finance

• Wealth Management
• Customer Relationship Management
• Target-driven Sales Execution
• Financial & Investment Advisory
• Product Knowledge – TPP, AUM, Banking Products
• CRM & MIS Reporting
• Strategic Planning and Execution

Certifications:

• AMFI Certification
• NCFM Certification (Optional)
• CAIIB
• IRDA
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Relationship Management and Negotiation Skills
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry

Experience Required  (examples listed below)

• Minimum experience in years 2 yr
• Wealth Management experience preferred, Insurance experience , retail relationship management profile

• Key responsibility is to perform client acceptance reviews which is inclusive of, but not limited to; name screening, CDD and KYC checks, risk profile assessment of prospects, trigger review management etc. for PvB Onboarding

• Review accounts against all set internal standards for Client Due Diligence
• Check on the quality of the Static Information and Source of Wealth if it meets all set standards for Account Opening, Maintenance and Trigger review.
• Review the other Due Diligence requirements such as adverse media findings, Sanctions link, Tax red flags etc.
• Determine and advice the frontline if other searches are needed to supplement those already done for Account Opening.
• Advise on PvB CDD policy and procedures and applicable local laws and regulations
• Advise on and escalate higher risk relationships and reputation risks arising from CDD to Compliance or Local Client Committee (LCC)
• Consultation with functional experts (i.e. Legal, Compliance, Financial Crime compliance) as needed
• Contribute to the implementation and controls for daily processes and assist with the update of procedures
• Leverage on expertise and train the frontline in order to produce high quality SOW and complete Account Opening Pack to avoid reworks and to aid in faster turnaround time.
• Comply to agreed Turn Around Times for assigned activities as detailed in the Document Operating Instructions and the Service Level Agreements
• Promote the spirit of continuous improvement by flagging any procedural issues that impact delivery of responsibilities with suggestions improvements and work around.
• Provide a final recommendation to proceed/not proceed on accounts submitted for Account Opening or Account Maintenance.

Business

• Bangalore

Processes

• KYC/CDD Account Opening, Maintenance and Trigger Review

People & Talent

• Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners

Risk Management

• Execution responsibility for identifying, assessing, monitoring, controlling and mitigating financial crime risk, sanctions risk and reputational risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank's Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

• PvB Market and Business Heads
• PvB Relationship Managers, Team Leaders and Client Services Managers
• PvB Heads of Compliance and Compliance teams
• Financial Crime Compliance network
• Country On-boarding Team.
• CoE Team Leaders

Other Responsibilities

• Here for good and Group's brand and values in India, GBS, CoE),
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Qualification

• Adequate knowledge and understanding of regulatory requirements relating to CDD/AML and internal procedures
• Minimum 5+ years relevant experience in AML/KYC and/or client onboarding, from banking and/or financial services sector with a focus on private banking clients, including corporate
• Compliance knowledge applicable to the Financial Services industry, including relevant professional certification on AML/CFT
• Excellent verbal, presentation and written communication skills
• Ability to think globally / see the overall picture and multi-task
• High level of integrity and professionalism
• High attention to detail

Role Specific Technical Competencies

• Risk assessment
• CDD
• AML/KYC
• MS Office

We are looking for a skilled Senior  Relationship 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 .

• 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.

• 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.

Description

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

Your key responsibilities

Acquisition

Relationship Building / Deepening / Cross Sell

Retention

Risk Management & Governance

Your skills and experience

How we’ll support you

We are looking for a skilled Senior  Relationship 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 .

• 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.

• 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.