Canara Robeco - Senior Manager - Private Banking

Description:

Key Responsibilities:

- Generate sales through banking and private wealth channels.

- Identify, contact, and follow up with new and prospective clients to create new business opportunities.

- Convert prospects into customers by recommending suitable investment products based on their needs.

- Execute regional distribution strategies through regular follow-ups, client meetings, and market engagement.

- Work towards increasing product-wise market share in the assigned region.

- Stay updated on industry trends to identify new market opportunities.

- Build and maintain strong relationships with key clients by understanding their needs and providing relevant solutions.

- Ensure full compliance with regulatory and internal guidelines for the region.

Educational Qualifications & Experience:

- Graduation/Post-Graduation; AMFI certification required.

- Minimum 5+ years of experience in financial services, preferably in Asset Management.

- Strong understanding of mutual fund products.

- NISM certification is mandatory.