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22/07 Shubham Dogra
Recruiter at Emerald managment services

Views:385 Applications:86 Rec. Actions:Recruiter Actions:34

Private Banker - Wealth Management - BFSI (8-13 yrs)

Bangalore/Chandigarh/Chennai/Delhi NCR/Lucknow/Mumbai Job Code: 953703

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: Mumbai, Delhi NCR, Hyderabad, Chennai, Bengaluru, Kolkata, Agra, Indore,

Education: Full-Time Graduate/Master's Degree

CTC - 9-26 lacs pa.

Role & Responsibilities

- Offer Private Banking/ Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI 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.

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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