Posted By
Posted in
Banking & Finance
Job Code
648825
COMPANY- RELIANCE PRIVATE WEALTH
DESIGNATION- PRIVATE BANKER SALES
LOCATION - DELHI/BANGALORE/KOLKATA/MUMBAI.
JOB DESCRIPTION-
- Accountable for the performance of individual's own client book.
- Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
- Generate healthy pipeline of target market prospects and convert them into clients.
- Grow client portfolio size by deepening existing customer relationships.
- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
- Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team
- Conduct periodic reviews of client accounts in accordance with established procedures.
- Deliver profitable growth by controlling costs and mitigating operational losses.
- Comply with applicable rules, regulations and processes as defined by regulators / management
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
648825