Assistant Vice President/Vice President - Private Banker - PMS

JD:

Relevant Years of Experience: 10+ years

Location - Mumbai / Delhi / Bangalore

Reports to: Executive Director

Education Qualification Required: MBA / Similar Degree

Roles and Responsibilities:

Key Responsibilities

- Establishing strong client relationship.

- Well versed with Investment products including Mutual funds/PMS/Alternate investment funds/structured products

- Should maintain sound market intelligence.

- Should have handled UHNI and SME promoter segment in the wealth management space.

- Client acquisition and Client relationship management skills are of paramount importance.

- Should be adhering to client suitability while selling/referring products to the clients

- Should be closely working with Product and operations team in onboarding/servicing/covering clients.

- Currently handling assets of over 300cr

Key Skills Required:

- Ability to move business and source new business both in equity and wealth products.

- Core expertise in Equity Trading business & understanding of other financial products

- Ability to scan the business and its environment and apply to the area of delivery

- Be willing to seize initiatives and opportunities

- Possess mature negotiation and commercial skills

- Organized, self - starter & passionate

- Excellent written and verbal communication in English language.

- Strong presentation and communication skills.