Private Banking - AVP, DVP, VP | 7 to 15 yrs | Financial Services | Bengaluru, Pune, Mumbai, Chennai

About MetaMorph :

We at MetaMorph, empower organizations to scale and innovate by placing people at the centre of their strategy. With a proven track record of supporting over 220 orgs, we specialise in aligning talent with their needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360°

About our client :

It’s a diversified Indian financial services firm offering a wide spectrum of investment, advisory, and trading solutions, with over two decades of market presence.

Responsibilities :

• Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
• Financial Planning (FP) and Portfolio Services
• Execution of transactions post FP and on periodical basis
• Manage Private Wealth, PMS and AIF fund related queries
• 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
• 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
• 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

Qualifications :