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20/08 Kriti Sharma
Talent Management Specialist at Emerald Management Services

Views:329 Applications:72 Rec. Actions:Recruiter Actions:30

Wealth Management Role - Private Banking (3-10 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 967103

EMS is hiring for Global/Leading Banks, NBFC's, FinTech's and other Financial Institutions. We have been mandated to hire Top Private Banking / Wealth Management professionals with a proven track record in acquiring HNI/UHNI Clients

Job Description:

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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