Senior Private Banker/Wealth Manager - HNI Clients - NBFC

One of the leading and growing NBFC is looking for Wealth RM for Mumbai & Bangalore location.

Location: Mumbai - BKC.

Interested candidates pl do share your updated resume

Position

Wealth Manager- Grade upto AVP ; CTC- upto 25 Lacs

Sr Private Banker- Grade VP to Director CTC upto 60 lacs

Both roles have excellent variables.

JD

- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, AIF, Real Estate, life insurance, General Insurance etc.

- Acquiring new clients per month

- Incremental AUM month on month

- Existing book and client relationship required

Job Role:-

- Responsible for business development through the acquisition of ultra high net-worth clients

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for achieving targets based on acquisition and revenue generation through all investment products

- Responsible for building depth within the existing relationships

- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

- Must ensure the growth of AUM and IR from existing customers mapped to them

- Enough Timing Given once joined the Org

- Skills: Relationship Management, client servicing, Wealth Management, private banking, premier banking, Private Wealth Manager, private portfolio manager, private investment advisor

Please share your resume with the following details:

Existing CTC
Expected CTC,
Notice Duration,
Asset under Advice
Nos of Relationships