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Shubham Dogra

Recruiter at Emerald managment services

Last Login: 09 November 2021

311

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60

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9

RECRUITER ACTIONS

Job Code

978873

Senior Wealth Manager - Private Banking - HNI/Super HNI

7 - 11 Years.Delhi NCR/Jalandhar/Amritsar/Mumbai/Kolkata/Kerala/Gurgaon/Gurugram/Punjab
Posted 2 years ago
Posted 2 years ago

Ideal Candidate:

If you are a full-time graduate/post-graduate having around 8 year's experience in Private Banking / Wealth Management with minimum individual AUM of INR40 Cr.

Position: Wealth Manager- Private Banking

BU: Wealth Management

Education: Full-Time Graduate/Master's Degree

Role & Responsibilities-:

- Offer Private Banking/Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

Key Skills-:

- Candidate must possess a full-time Graduation/Master's degree from a top university

- Having experience of Selling Equity, Mutual Funds and PMS related products.

- Having experience & Knowledge of Private Banking.

- Should be AMFI certified.

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Posted By

user_img

Shubham Dogra

Recruiter at Emerald managment services

Last Login: 09 November 2021

311

JOB VIEWS

60

APPLICATIONS

9

RECRUITER ACTIONS

Job Code

978873

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