Role Type: Individual Contributor

Job Location: Mumbai

Experience Required(yrs): 4 - 8 Yrs

Key Responsibilities:

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Identify potential customers who can be sold tailored products to enhance product penetration

- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints

- Outstanding personal and professional network within the HNW segment

- Proven track record of minimum 3-6 years of relevant experience in client acquisition and management of wealth for HNI and private clients

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.

- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions

- Excellent presentation and social skills, you are able to listen, guide and advise external and also internal partners

- Drive and motivation to work in a target oriented and high-performance culture and to maintain the highest standards with respect to our risk and control framework and in order to meet bank's policies and obligations

- Entrepreneurial and innovative approach in the identification of business opportunities, paired with a results-driven work approach and high level of flexibility and ownership

- Technology driven mindset

- MBA or degree from a university or an institute of higher education

- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market

Qualification:

- Graduation/Post-Graduation: Marketing/Finance

Desired Certifications:

- AMFI Certification

- NCFM Certification (Optional)

- CAIIB

- IRDA

Key Skills and Persona :

- Planning and Organizing Skills

- Knowledge of Competition & Current trends in financial Industry

- Having a pleasing personality and effective communication skills

- Ability to engage super HNI and private banking clients

- Must have private banking and wealth management experience in large banks

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