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22/01 Richie Madan
Executive Director at Praaxis Search

Views:148 Applications:41 Rec. Actions:Recruiter Actions:0

HNI Wealth Manager/Private Banker - Bank (7-14 yrs)

Delhi NCR Job Code: 884583

REQUIREMENTS FOR THE POSITION

- The candidate must have an active book of INR 150 - 200 Cr

- 7 - 14 years of relevant experience in Wealth Management / Private Banking

- Sound knowledge of financial products

- Qualification: MBA / CA / CFA

- Good performer in the current role / organization

ROLES AND RESPONSIBILITIES

- Maintain the grow the AUM / Book Size

- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquets

- Ensure seamless service delivery to HNI / UHNI clients

- Assist the clients in achieving their long and short term investment goals via proper profiling and offering of suitable products

- New Business Development - Acquiring and effectively manage the relationship of HNI and UHNIs Clients

- Ensure profitability of the portfolios managed

- Deepen the client relationship and offer services according to customer needs.

Women-friendly workplace:

Maternity and Paternity Benefits

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