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Mahejabin

HR at DSP Eminence Consultancy

Last Login: 20 August 2024

Job Views:  
271
Applications:  50
Recruiter Actions:  44

Job Code

1258333

Lead Private Banker

Posted 1 year ago

We are hiring private bankers for leadership as well as individual contributor roles for multiple Banks and NBFCs across India.

Location:Mumbai,Hyderabad,Bangalore,Chennai,Delhi,Chandigarh,Ahmedabad

CTC: Open

Job Responsibilities :

- Understand in detail clients' investment needs & create a long term

- Asset Allocation plan.

- Managing existing clients and assisting new client acquisition in all asset classes like Debt, Alternate Assets, Equity, and Mutual Funds.

- Advise clients with the assistance of in-house experts on their business needs to be related to Corporate Finance, M&A, and Private Equity.

- Handle the client's investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

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Posted By

user_img

Mahejabin

HR at DSP Eminence Consultancy

Last Login: 20 August 2024

Job Views:  
271
Applications:  50
Recruiter Actions:  44

Job Code

1258333

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