Posted By
Posted in
Banking & Finance
Job Code
515896
We have an urgent opening for a role in Private Banking
Job Description
Responsibilities :
- New Client Acquisition
- Asset allocation analysis & Financial Planning
- Handling a portfolio of HNI clients along with the Team
- Growing share of wallet of the clients total portfolio
- Understanding the clients 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 Profile: 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 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.
- Should be passionate about Wealth Management and impacting clients
- Should have the DNA for client centricity and quality
- Should have considerable skills in office tools like Excel, PowerPoint, etc.
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Posted By
Posted in
Banking & Finance
Job Code
515896