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