Senior Financial Advisor/Chief Manager - Private Banking

Designation - Senior Financial Advisor /Chief Manager- Private banking

Location - Mumbai,Bangalore,Nagpur

Job Responsibilities:

I.Estimating, Forecasting and tracking of sales & revenue numbers

II.Develop and manage relationships with Emerging Affluent clients provide investment

III. Products and services in line with their financial needs & objectives

IV.Meet the Revenue targets for self and assigned team

V.Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management :

I.Manage a team of Private Wealth Managers who interact with clients

II.Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

III.Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers

IV.Ensure regrettable attrition is under control

V.Coach & train Premier Wealth Managers on all products.