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Shubham Dogra

Recruiter at Emerald managment services

Last Login: 09 November 2021

206

JOB VIEWS

47

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24

RECRUITER ACTIONS

Job Code

995457

Private Banker - Wealth Management

9 - 12 Years.Delhi NCR/Delhi/Mumbai/Navi Mumbai
Posted 2 years ago
Posted 2 years ago

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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Posted By

user_img

Shubham Dogra

Recruiter at Emerald managment services

Last Login: 09 November 2021

206

JOB VIEWS

47

APPLICATIONS

24

RECRUITER ACTIONS

Job Code

995457

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