About Client - Our client is a listed Securities, Brokerage and PMS firm of repute, listed on the stock exchange. Job Responsibilities - - Customer Acquisition - min. of 1 cr. and above investable surplus - Manage Private Wealth, PMS and AIF fund related queries - Ensure discipline and provide advisory services around asset allocation - Drive strong client servicing and client engagement, enhance market credibility and deliver value proposition - Ensure adherence to internal and external financial advisory guidelines and risk policies, ensure standards and in place to minimize mis-selling - Generate revenue and build a sticky AUM Functional Competencies - - Understanding of Financial Products and Asset Classes - Financial planning and portfolio management skills Note : Please apply only if you are from a private banking background.

Bangalore

Mumbai

Senior Private Banker - Securities/Brokerage Firm 

Senior Private Banker - Securities/Brokerage Firm  ,Job Description for Senior Private Banker - Securities/Brokerage Firm  in Zalent Consulting in  Bangalore Mumbai for (10-20) years of experience. Apply Now!

Job Description for Senior Private Banker - Securities/Brokerage Firm  in Zalent Consulting in  Bangalore Mumbai for (10-20) years of experience. Apply Now!