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Sowmya R

Specialist Consultant- BFSI at Mindpool Consultants Private Limited

Last Login: 23 May 2017

Job Views:  
7973
Applications:  40
Recruiter’s Activity:  35

Job Code

445713

Private Banker/Wealth Relationship Manager - Bank

5 - 12 Years.Mumbai
Posted 7 years ago
Posted 7 years ago

Looking for Private Bankers for one of the leading private banks,(featuring in global 500 list).

Smart, Aggressive candidates with a Zeal to make a mark for themselves in Pvt. Banking Banking Space should definitely explore this opportunity!!!

People from AMC / Institutional Banking background having good product knowledge of wealth and willing to explore into Private Wealth Banking are also Welcome.

Requirements:

- Candidate must have spent at least 1 year in current role.

- Candidate must be from Wealth background from BANKS & NBFC'S only.

- This is an INDIVIDUAL RM role.

Job Description:

- Acquiring high value rship into Private banking group.

- Offer Pvt. Banking/Wealth management services through products like MF's,advice on direct equity,structured products,insurance, asset allocation,bonds,derivatives.

- Managing rship of Super HNI clients, retaining and enhancing advisory rships.

- Service the banking requirements of Super HNI clients.

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

- To keep one self updated on the financial markets and in advisory products / services in particular.

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

Age:

- Minimum 25 to Maximum 35 years

Education:

- Candidate must possess at least a Master of Commerce or Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalent

- AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.

Coordinates:

Those interested or willing to get more info can apply or call 7338603311

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Posted By

user_img

Sowmya R

Specialist Consultant- BFSI at Mindpool Consultants Private Limited

Last Login: 23 May 2017

Job Views:  
7973
Applications:  40
Recruiter’s Activity:  35

Job Code

445713

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