Investment Advisor/Relationship Manager - Private Banking

Private Banker, Investment Advisor

Position : Private Banking - Investment Advisor

BU: Wealth Management

Organization : HDFC PBG

Location: Bangalore, Mumbai, Delhi (NCR), Kolkata, Ahemdabad , Chennai

Education: Full-Time Graduate/Master's Degree

CTC: - Negotiable based on current salary and experience

Job Responsibilities :

- To profile and understand HNI & UHNI clients objectives and advice them the right products.

- Manage and analyze client's portfolio and update them on its performance.

- Develop rapport with clients interested in Investments in Capital Markets.

- Regularly connect with RMS to update them about market developments.

- Assist RMs for their appointments on Investment Deals.

- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services

Position : Private Banking - Relationship Manager

BU: Wealth Management

Organization : HDFC PBG, GPC, Kotak Wealth , Kotak Wealth Professional.

Location: Pune

Education: Full-Time Graduate/Master's Degree

CTC - Negotiable based on current salary and experience

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.