Job/Soft skill training

Professional degree assistance

ASK Investment Managers Reviews by Employees

Manager

Experience: 68 Years (Private Banking / Wealth Management) About the Role Ask Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds, Bonds, PMS, and Alternate Investments. Key Responsibilities (KRA) - Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs. - Maintain long-term relationships with clients by offering personalized wealth management solutions. - Understand client financial goals and risk appetite to recommend suitable investment products. - Drive revenue growth by cross-selling Mutual Funds, Bonds, PMS, AIFs, and other structured financial products. - Monitor portfolio performance and provide periodic updates and rebalancing suggestions. - Ensure high standards of compliance, due diligence, and risk management in all client transactions. - Collaborate with internal product teams to stay updated on latest investment opportunities. - Achieve individual sales and revenue targets consistently. Required Skillsets - Strong knowledge of wealth management products Mutual Funds, PMS, Bonds, AIFs, Insurance, etc. - Excellent client servicing, interpersonal, and relationship-building skills. - Deep understanding of capital markets, economic trends, and portfolio structuring. - Ability to identify client needs and offer customized financial advice. - Result-oriented with a proven track record in client acquisition and portfolio growth. - Excellent communication and presentation skills. - Familiarity with regulatory frameworks and compliance norms in the wealth management space. Eligibility Criteria - Graduate/Postgraduate in Finance, Commerce, Economics, or related fields. - NISM certifications (Mutual Fund, Equity Derivatives, etc.) preferred. - Minimum 68 years of relevant experience in private banking or wealth management handling HNI clients. Why Join Ask Private Wealth? - Strong brand with a client-centric approach - Access to a wide range of innovative investment solutions - Performance-driven growth opportunities - Culture of integrity, collaboration, and continuous learning

Dehradun

Varanasi/Banaras

Others

Private Banker - Bank 

About the Role: We are looking for a dynamic and client-focused Service Relationship Manager to join our Lucknow team. The ideal candidate should have a strong background in client servicing, documentation, and handling transactions related to a wide range of investment products, including Mutual Funds, Bonds, PMS, Alternate Investments, and Unlisted Securities. Key Responsibilities (KRAs): - Manage end-to-end client servicing, ensuring a smooth onboarding and post-sales experience - Handle KYC, documentation, and compliance requirements for all investment transactions - Coordinate and execute client-specific service transactions across mutual funds, bonds, PMS, and alternate investments - Address and resolve client queries, concerns, and service-related issues in a timely and professional manner - Liaise with operations, compliance, and product teams to ensure client service excellence - Maintain accurate and updated records of client interactions and transaction histories - Support Relationship Managers in deepening existing relationships through consistent service delivery - Ensure adherence to regulatory and internal audit guidelines in all client-facing processes - Handle servicing requirements related to unlisted and complex investment products efficiently - Contribute to a seamless client experience by proactively identifying and resolving potential service bottlenecks Key Skills & Competencies: - Strong understanding of financial products: Mutual Funds, Bonds, PMS, Alternate Investments, Unlisted Securities - Solid knowledge of KYC, compliance, and client documentation processes - Excellent verbal and written communication skills - Proficiency in handling client transactions and service requests - Attention to detail and accuracy in record-keeping and documentation - Ability to work collaboratively with cross-functional teams - Client-centric mindset with a proactive approach to service delivery - Familiarity with CRM tools and wealth management platforms is a plus Preferred Qualifications: - Graduate/Postgraduate in Finance, Business Administration, or related field - AMFI/NISM certifications preferred - Prior experience with Wealth Management firms, NBFCs, or Financial Institutions

Lucknow

Service Relationship Manager - Bank 

Apply to 2 ASK Investment Managers jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in ASK Investment Managers Now! Company Page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Apply to 2 ASK Investment Managers jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in ASK Investment Managers Now! Comapny page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

ASK Investment Managers Jobs