Private Banker - Wealth Management - BFSI
Ideal Candidate:
If you are a full-time graduate/post-graduate having around 8 year's experience in Private Banking / Wealth Management with minimum individual AUM of INR40 Cr.
Position: RM - Private Banking
BU: Wealth Management
Location: PAN India
Education: Full-Time Graduate/Master's Degree
CTC - 18-35 lacs pa.
Role & Responsibilities:
- Offer Private Banking/ Wealth Management Services
- Acquiring and Managing relationships of HNI and UHNI client with ticket size of 1Cr. to 5 Cr. above, retaining & enhancing advisory relationships.
- Service the investment requirements of HNI and UHNI clients.
- To achieve sales targets in terms of income generated across all advisory products.
- To keep one self-updated on the financial markets and in advisory products / services in particular.
Key Skills:
- Candidate must possess a full-time Graduation/Master's degree from a top university
- Having experience of Selling Equity, Mutual Funds and PMS related products.
- Having experience & Knowledge of Private Banking.
- Should be AMFI certified.
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