Chat

iimjobs

jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
22/01 Richie Madan
Executive Director at Praaxis Search

Views:197 Applications:47 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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights
  • Follow-up
Something suspicious? Report this job posting.