Senior private Banker (Wealth) - Leading NBFC

Roles and Responsibilities :

Manage Private Wealth, PMS and AIF fund related queries

Financial Planning (FP) and Portfolio Services

• Execution of transactions post FP and on periodical basis
• Ensure delivery of various MIS reports as per requirements
• To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

To continuously scan the competition / market and report on emerging trends or any new development or business opportunities for WM

Skills

Experience

Location

Mumbai

Pune

Delhi

Chennai

Bangalore

Hyderabad

Jaipur

Ahmedabad