Job Role : - Recommending appropriate services, products, and strategies&nbsp; - Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc. - Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile. - Maintaining client relationships and generate AUM from preferred clients. - Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. - Track the HNI - Must Handled the book size of minimum 60 Cr. - Consulting with clients regarding their financial requirements - Monitoring client requirements in order to fully utilize organizational services and products - Cross-selling products and services to existing clients. - Developing existing and new business utilizing external resources - Sharing information about market conditions - Developing loan packages for underwriting and credit review Key Skills :&nbsp; - Strong understanding of lending and banking products - Excellent marketing and business development skills - Detailed understanding of the financial needs of all types of customers - Ability to manage client expectations and meet tight deadlines

Bangalore

Delhi

Kolkata

Mumbai

Pune

Manager/AVP/VP - Wealth Management - Bank 

Manager/AVP/VP - Wealth Management - Bank  ,Job Description for Manager/AVP/VP - Wealth Management - Bank  in Insignia LLP in  Bangalore Delhi Kolkata Mumbai Pune for (5-15) years of experience. Apply Now!

Job Description for Manager/AVP/VP - Wealth Management - Bank  in Insignia LLP in  Bangalore Delhi Kolkata Mumbai Pune for (5-15) years of experience. Apply Now!