Posted By
Posted in
Sales & Marketing
Job Code
323755
- Advise private banking clients in regards to financial planning and retirement solutions on various asset classes such as equities, debt, hybrid schemes on mutual funds platform, structured products, real estate funds, private equity funds.
- Understanding cash flow management, doing risk assessment and making proposals and review portfolios for each client on periodical basis.
- Understanding of project finance and working capital banking solutions in regards to SME clients.
- Organizing events, seminars and conducting joint meetings with mutual fund / private equity fund managers for distribution of recommended offerings.
- Acquisition of new to bank private banking clients in the specified markets by existing client references.
- Achieve third party product and banking revenue targets.
- Comply with all policies and procedures in relation to Client Due Diligence, Credit Risk Management, Client Investment Suitability, etc.
- Maintain the highest standard of excellence in client service by attending to client inquiries and requests and building good client relationship
Looking for a candidate (Male/Female - Preferred) with good present-ability and Go-Getting attitude
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Posted By
Posted in
Sales & Marketing
Job Code
323755