Private Banker - Broking Firm

Job Purpose:

- Responsible for acquiring NTF (new to the firm) clients, revenue generationand maintenance of relationship with HNI/UHNI & corporate clients and offer wealthadvisory services.

- Need to ensure growth of AUM or book size.

Key Deliverables

1) Critical:

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenuegeneration through investment products. Responsible for business development through acquisition of highnet-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2) Routine:

- Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and whenrequired

- Create and enforce plans that will help meet the needs of the customer.

Role Requirements:

Educational Qualifications: Graduation / Post Graduation in any disciplineo Experience: 5+ Years of Wealth Management experience in the industry

- Must be from Wealth Platform

Domain Knowledge: Understanding of market pulse, knowledge oninvestment products, understanding of wealth platform.

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

If keen , immediately whatsapp me @ 7299993116 / Ananthi Prasad