One of our Clients, one of the Largest NBFC players in the market is looking at expansion and is looking out for a VP/SVP - Senior Private Banker to be based at Mumbai.
Job Role :
- The incumbent will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
- Acquire New Clients for the firm and also develop new territories.
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients
- Adhere to all company processes and policies, and carry the company brand through developed functional and behavioral skills
- Deliver Sales Targets
- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for the Company's Wealth Management portfolio while acquiring new clients as well
Job Requirements :
- Should be currently managing a book of Rs.800-1000 Cr.
- Excellent written and oral communication skills
- Strong Organizational Skills
- Experience in investment/financial services & knowhow of capital markets knowledge
- Strong Teamwork and Collaboration
- Relationship Management & Interpersonal skills
- 15-20 years of experience
- MBA from Premium Institute with strong experience in Wealth/ Private Banking
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