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Aarti Khanna

Partner at Quick Turtle

Last Login: 17 May 2024

Job Views:  
54
Applications:  22
Recruiter Actions:  21

Job Code

1400054

Private Banker - Wealth/PCG - Broking

7 - 10 Years.Metros/Anywhere in India/Multiple Locations/Delhi NCR/Mumbai/Bangalore/Hyderabad/Kolkata/Chennai/Pune/Delhi/Noida/Ahmedabad/Vadodara/Baroda/Navi Mumbai/Thane/Cochin/Kochi/Bhubaneshwar/Trivandrum/Thiruvananthapuram/Coimbatore
Posted 1 month ago
Posted 1 month ago

1) To take care of HNI / UHNI Relationships and advise them on their Portfolio

2) Acquiring, Enhancing, Deepening and Retention of HNI / UHNI customers

2) Generate Revenue by promoting Mutual Funds (MF), PMS (Portfolio Management Services), AIF (Alternate Investment Products), Equity & Debt products.

3) Networking and cultivating a good relationship with the clients.

4) Deep Knowledge of - Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Investment Products

6) Should come with existing AUM of atleast Rs. 75 Cr, and then gradually build it to Rs. 100 Cr in a years time.

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Posted By

user_img

Aarti Khanna

Partner at Quick Turtle

Last Login: 17 May 2024

Job Views:  
54
Applications:  22
Recruiter Actions:  21

Job Code

1400054

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