Upgrade to Pro Member
Managing Partner at Dimensions HRD Consultants
Views:8851 Applications:418 Rec. Actions:Recruiter Actions:8
Relationship Manager - Private Banking (6-11 yrs)
Job Description:
- Portfolio Management: Managing client portfolios across debt and equity and restructuring portfolios considering global investment scenarios.
- Provide investment ideas: Regularly interact with clients, analyze and monitor portfolios and recommend investment products based on financial analysis and risk profile.
- Market research: Structuring and diversifying investments based on industry and macroeconomic research of domestic as well as global markets.
- Investment products managed include: Equities, mutual funds, debt, bonds, structured products, commodities, real estate, currencies (forex), loans etc.
- Other financial products managed are: Loans against assets and securities, margin funding, leveraged investments.
- Analysis of products based on time horizon:Understanding impact of investment horizon and optimizing returns based on short term, medium term and long term investments.
- Calculating portfolio performance using annualized (ARR) and internal rate of return (IRR) parameters as well as pre-tax and post-tax investment returns.
- Candidate with 6-10 years of relevant wealth management experience. Preferably working with MNC Bank. Should have excellent communication skills.
Note: Candidates will have to travel to Mumbai on their own expenditure for Interviews.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
