Excellent opening for Private Banking - Mumbai

Please go through the requirement details and revert ASAP & If Your Interested Please Fill The details below Mentioned

Private Banking (10+yrs of experience)

Location : Mumbai

Experience : 10 - 20 Years

Function : Others

Vacancy : 4

Job Description :

Job description

- Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients.

- Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, SIP, and Equity etc.

- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.

- Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.

- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- Adhere to all company processes and policies. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.

- Training and ensuring seamless induction of newly joined team members and managing attrition within the team.

- Responsible for achieving targets based on acquisition and revenue generation through equity.

- Building and managing a team of 04 - 05 Managers / AM / RM's.

Working Days : 5 Days a Week ( to )

Job Nature : Full Time

Please mentioned below details

Current CTC 7lpa ( holding offer 11lpa)

Expected CTC :
Current Company :

Notice Period 60 day

Basheer Chennur | Phone - 9513340904, 8049715999
SAW IT Services Pvt Ltd

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