Founder at AV Global Advisory Services
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Senior Relationship Manager/Senior Private Banker - Sales - NBFC (10-30 yrs)
Private Wealth Relationship Managers / Sr. Private Wealth Relationship Manager/ Team lead with leading NBFC in Private wealth segment
Location- Chennai, Hyderabad, Bangalore, Mumbai, Pune, Baroda, Ahmadabad, Delhi
Profile :
- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM
- To identify and develop new opportunities to deliver advice and solutions to existing clients,
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities
- Be able to work with colleagues of other divisions to Cross Sell products and services to clients
Experience: Minimum 10 -20 years of experience in handling Private wealth Segment
Role- Individual/Team handling
CTC- Open
Preference :
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Experience in investment/financial services knowhow of capital markets knowledge
- Relationship Management Interpersonal skills
- Excellent written and oral communication skills
- Strong analytical skills and ability to work in teams.
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