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28/02 Rajeev
HR Head at Arin Consultancy

Views:142 Applications:30 Rec. Actions:Recruiter Actions:27

Private Banker - Equity Products - AIF/PMS (10-15 yrs)

Mumbai Job Code: 1227114

Private Clients - Equity Products - AIF/PMS

Job Description :

- Overall new AUM growth with key focus on PMS. New Inflows in Company PMS / AIF onshore ad offshore equity products of 60Cr to 100 Cr per annum

- Deepening & retention of old AUM

- Acquisition of new client families, managing current relationship as converted from ACM base and references

- Client relationship Management- Profiling, Financial Planning, on-boarding, Asset Allocation & product advisory, Portfolio Reviews and Client Servicing

- Adherence to internal systems and WM Processes

Skills Required :

- Hunter and farmer

- Keen Knowledge of equity as an asset class

- Go-getter and entrepreneurship skills

- Ability to source and onboard Ultra HNI families for company Equity Products - 5 Cr +++

Experience :

- Minimum of 10 - 15 years of financial services experience

- Preferred Graduate / post graduate degrees- Graduate + MBA/CFP/CFA, AMFI Certification

- Should be a current role with a UHNI wealth management / Family Office / AMC (Direct Relationships - Equity) firm (with direct equities offering) with experience of handling UHNIs on equity advisory.

- Capability of handling (matured state) 50 - 100 client families with an approx. AUM of (500 Crs to 1000 Crs)

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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