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Rashmi Mudholkar

VP - Resourcing & Strategic Initiatives at People Konnect

Last Login: 22 February 2018

Job Views:  
3083
Applications:  136
Recruiter Actions:  36

Job Code

521449

Senior Private Banker - Bank

6 - 16 Years.Delhi NCR/Mumbai/Bangalore/Kolkata/Chennai
Posted 6 years ago
Posted 6 years ago

- New Client Acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients with the team leader

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients.

- Should have an excellent network of clients and prospects who can be tapped for business

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

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Posted By

user_img

Rashmi Mudholkar

VP - Resourcing & Strategic Initiatives at People Konnect

Last Login: 22 February 2018

Job Views:  
3083
Applications:  136
Recruiter Actions:  36

Job Code

521449

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