Territory Investment Banker - IIM/ISB/FMS/MDI

Territory Investment Banker - Bangalore (Only from Private Banking platform / AMC /Insurance)

Responsibilities:

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for franchisee clients achieved through an in-depth analysis of the Franchisee business

- Showcase entire product suite to existing AP for their clients assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

- Help franchisee to deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.

- Achieve revenue objectives as assigned by the organization form mapped franchisee .

- Responsible for activation and training of franchisee for above products.

Skills required:

- 10+ years relevant work experience in a Private Banking platform / AMC /Insurance

- Graduate / Post graduate from a premier institute with good communication skills.

- Self-starter, proactive & target oriented.

- Strong networking & relationship building skills.

- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results