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14/12 Ravi
HR at Ability Unleashed

Views:2140 Applications:57 Rec. Actions:Recruiter Actions:8

Senior Manager/AVP - Private Wealth - Banking (3-6 yrs)

Bangalore Job Code: 521735

Business - Private Wealth

Department - PCG

Location - Bengaluru

Education Qualification Required -Graduate preferably with MBA / CA / CFA

Additional Certifications -Should have passed NISM Equity and derivative module

Reports to: Vice President

Key Role Responsibilities :

- Responsible for acquiring and servicing clients for PCG desk (Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds having AUM of Rs. 25-30 Crore and above)

- Drive business growth by focusing on client acquisition as well as cross-selling among existing client base.

- Increasing the client base through effective migration of existing clients and acquisition of new clients

- End to End - Client Relationship Management - advising as per risk profile of the client.

- Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs.

Key Skills Required :

- Ability to move business and source new business both in equity and wealth products.

- Core expertise in Equity Trading business & understanding of other financial products

- Ability to scan the business and its environment and apply to the area of delivery

- Innovative mindset - ability to conceptualize and execute customized products and solutions for clients

- Be willing to seize initiatives and opportunities

- Possess mature negotiation and commercial skills

- Ability to analyze and conceptualize

- Organized, self - starter & passionate

- Excellent written and verbal communication in English language.

- Strong presentation & communication skills.

Ravi Suryawanshi
Ability Unleashed HR
HR Consultant
Mobile: +91 9867303334

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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