Job Summary
Locations:
Experience:
Keywords / Skills :
Education:
Function:
• Banking, Insurance & Financial Services
Role:
• Private Banking
• Portfolio Manager
• Relationship Mgr/ Account Servicing
Industry:
• Insurance
Summary:
Posted On:
Job Ref code:
es
Kindly send across ur biodata /CV to [HIDDEN TEXT] with the following details :-
• CODE : Relationship Manager Domestic Custody Sales
• Present Drawn Salary
• Notice Period
• Photo ( a must)
• Salary Expectations
Role: Relationship Manager Domestic Custody Sales for a PVT Sector Bank
Relationship Manager Domestic Custody Sales and Derivatives Clearing
Financial Institutions Group(Domestic Custody Sales)
Senior Manager or Chief Manager role
Level : M4
• Acquiring HNI and UNHI clients introduced by the internal Wealth Management Team and managing the Wealth Team to increase business from this channel.
Acquiring Portfolio Management Service (PMS) providers based across the country. Majority role will be acquisition of new clients
• Closely track the status of the account opening
Monitor and get quick resolution of issues during account opening
Custody and clearing businesses is about asset servicing for funds and HNIs. Simplistically speaking the business involves managing bank, DP (Depository Participant) and custody accounts (book keeping) accounts for clients. We enhance the servicing by online, real time platforms and extensive reporting.
• At least 5 years of experience in a similar field(Custody sales / institutional liability Sales)
• Post Graduate / CA
• Ability to solve issues quickly
• Maintain strong relations with the Wealth Team and PMS (across all levels)
Domestic Custody SalesDerivatives ClearingUNHI clientsHNI clientsHigh Networth IndividualWealth ManagementHigh NetworthWealth
• CODE : Relationship Manager Domestic Custody Sales
• Present Drawn Salary
• Notice Period
• Photo ( a must)
• Salary Expectations
• CODE : Relationship Manager Domestic Custody Sales
• Present Drawn Salary
• Notice Period
• Photo ( a must)
• Salary Expectations
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Relationship Manager Domestic Custody Sales for a PVT Sector Bank in MUMBAI
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