SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management

1) Acquiring, Deepening and Retaining HNI UHNI clients

2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of - Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

7) Build AUM and client base as per the target defined by the company.

8) Send news and market related inputs & reports to the clients.

1) Minimum 7 Years of experience,

2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity ,

3) Existing Relationship Manager - Wealth Management / Pvt Banker,

4) Having AUM of Min Rs. 50 Cr

Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP / VP / AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

Skills Required

Financial Analysis, Portfolio Management, Risk Assessment, Market Research, investment strategies, Client Acquisition, Relationship Building, Sales Strategy