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16/04 Minal Sharma
HR Business Partner - Wealth Management at L & T Financial Services

Views:5182 Applications:338 Rec. Actions:Recruiter Actions:292

L&T Financial Services - Account Director - Private Wealth Management (6-10 yrs)

Bangalore/Chandigarh/Chennai/Delhi/Hyderabad/Kolkata/Ludhiana/Mumbai/Pune Job Code: 561920

Locations: Mumbai, Pune, Bangalore, Delhi, Kolkata, Chennai, Hyderabad, Ludhiana & Chandigarh.

Division / Department - Private Wealth Management

1. JOB PURPOSE:

- Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators / management.

PRINCIPAL ACCOUNTABILITIES :

- Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.

Acquisition of New Clients -

- Candidate apart from bringing significant client relationship & AUM should also source new customers through individual efforts.

- Processes and Products understanding and compliance - Candidate apart from having good product knowledge should also understand macro economic developments which will enable him to suggest appropriate strategy to customers.

DIMENSIONS :

Financial Dimensions :

- 30 families with AUM of at least 150 Crs . Candidate should be able to meet the productivity norms as specified from time to time.

SKILLS AND KNOWLEDGE:

- Domain knowledge

- Communication skills

- Social Skills including conversation skills and etiquette

Educational Qualifications and Experience :

- Post Graduate Diploma in Business Management / MBA

- Minimum 6- 10 yrs of total experience in Private wealth/ private banking industry.

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

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