Job Description:
Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus
Financial Planning (FP) and Portfolio Services
Execution of transactions post FP and on periodical basis
Manage Private Wealth, PMS and AIF fund related queries
Ensure delivery of various MIS reports as per requirements
...
To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization
To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
Ensure discipline of asset allocation
Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
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
To ensure adherence to internal and external
Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
Responsible for individual and team revenue generation in case of team leader role
Build AUA
Required Skills
The role of a Wealth Manager/Private Banker is highly entrepreneurial and involves extensive
client development, prospecting, and financial consultancy.
Self motivated and passionate about financial markets with strong entrepreneurial skills.
• Excellent networking and communication skills
Deep knowledge of all aspects of wealth/private banking activities
Developing strategy and implementing process and team development that enhance the
achievements of business objectives catering to HNI and UHNI net-worth individual of
family offices
Qualification
• Graduation in any field; MBA in Finance would be added advantage
Experience
• Minimum of 8+ years of experience
Personal Attributes
Good Interpersonal
Sound Knowledge in Financial Instrument
Ambitious and willing to work hard to achieve targets
Ability to work individually
show more
Job Description:
Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus
Financial Planning (FP) and Portfolio Services
Execution of transactions post FP and on periodical basis
Manage Private Wealth, PMS and AIF fund related queries
Ensure delivery of various MIS reports as per requirements
To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization
To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
Ensure discipline of asset allocation
Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
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
To ensure adherence to internal and external
...
Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
Responsible for individual and team revenue generation in case of team leader role
Build AUA
Required Skills
The role of a Wealth Manager/Private Banker is highly entrepreneurial and involves extensive
client development, prospecting, and financial consultancy.
Self motivated and passionate about financial markets with strong entrepreneurial skills.
• Excellent networking and communication skills
Deep knowledge of all aspects of wealth/private banking activities
Developing strategy and implementing process and team development that enhance the
achievements of business objectives catering to HNI and UHNI net-worth individual of
family offices
Qualification
• Graduation in any field; MBA in Finance would be added advantage
Experience
• Minimum of 8+ years of experience
Personal Attributes
Good Interpersonal
Sound Knowledge in Financial Instrument
Ambitious and willing to work hard to achieve targets
Ability to work individually
show more