Relationship Manager (Team Lead) - Private Banking (PSS08131)
MumbaiFull-time10–15 yrsPosted 2 weeks ago
Leadership finance role at Personnel Search Services Group in Mumbai. Needs 10–15 years and a CFA, MBA or B.Com.
About the role
This role exists to lead client acquisition and relationship management within the private banking and high-net-worth wealth management division. It carries strategic impact by driving asset growth and deepening client engagement across diverse financial products. The position reports within the wealth management leadership structure.
What you'll do
- Drive new client acquisition through networking, market mapping, and leveraging existing centres of influence
- Build, nurture, and deepen long-term relationships with High-Net-Worth Individuals (HNIs) and affluent retail segments to increase wallet share
- Understand individual client risk profiles, investment horizons, and financial goals to formulate customized asset allocation strategies
- Deliver research-backed advisory services primarily focusing on equity markets, mutual funds, and specialized investment products
- Consistently meet and exceed monthly/quarterly targets for asset growth, new money acquisition, and cross-selling revenue
What you need
- Business development
- Negotiation
- Target achievement
- Capital markets
- Cross-selling
- Mutual funds
Good to have
- CFA
- KYC
- Wealth management
- SEBI regulations