Wealth Manager/Private Banker - Bank

About the Company: A leading Private sector Bank

Location: Mumbai / Delhi / Pune / Ahmedabad / Chandigarh / Bangalore

Job Responsibilities / Key Deliverables:

1. Customer Acquisition Minimum of 1 crore and above investable surplus

2. Financial Planning (FP) and Portfolio Services

3. Execution of transactions post FP and on periodical basis

4. Manage Private Wealth, PMS and AIF fund related queries

5. Ensure delivery of various MIS reports as per requirements

6. To develop short term and long-term sales strategies for the WM business in line with the overall strategic goals of the organization

7. Ensure discipline of asset allocation

8. Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

9. To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

10. To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

11. To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

12. Responsible for individual revenue generation

13. Build AUA

Desired Profile:

1. Post Graduate / MBA from a reputed institute

2. Minimum of 5-15 years of relevant experience