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Job Code
1529449
Our client is a leading Stock Broking Firm with a dynamic and collaborative company culture. They are currently looking for a Private Banker in Individual capacity , Dual Role handling & Captainship role , to join their team and contribute to their success. Looking for a tenured wealth/private wealth/private banking platform with 6yrs above strong experience HNI/UHNI (1cr>ticket size) & hands-on sales exp in MF,AIF,PMS products.
Key Responsibilities :
- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.
- Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
- Achieve revenue objectives as assigned by the organization.
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Posted By
234
JOB VIEWS
59
APPLICATIONS
9
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1529449
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