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Talent Partner at Randstad India Pvt Ltd
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Wealth Manager - Private Banking (7-10 yrs)
Main Objective:
Building Book of Distribution of Wealth Management products for Mumbai/Maharashtra - domestic as well as overseas (as permissible by LRS scheme) and achieve business targets as laid down and in accordance with the business.
Job Responsibilities:
- Acquire. migrate and establish new relationships with HNIs and Super-HNIs in Mumbai ; build trust and understanding with the target audience and generate more business through them
- Working on leads provided by Company for NRIs in UK and Dubai and conversion to business
- Awareness of competition and alternative products available in the market
- Review customer portfolios on a regular basis and provide accurate and timely reporting
- Coordinate with other providers to ensure that the needs of the investors are met
- Cross selling other services
- Building own team in 12 months horizon
Requirements:
- Post qualification experience of 7-10 years in Wealth Management / Private Banking / Consumer Banking on the Relationship side.
- MBA/CA/CFA preferred
- Excellent written, communication and presentation skills
- AMFI certified
- Managing AUM (wealth management products) of minimum INR 300 crores on own
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