Partner- Private Banking required For a leading Private Sector Bank

8 - 13 years

30 - 45 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Responsible for achieving targets based on acquisition and revenue generation through investment products. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Analyse client portfolios and make necessary suggestions. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Preferred candidate profile

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Vrinda Global
Vrinda Global

Digital Marketing

New York

51-200 Employees

54 Jobs

    Key People

  • John Smith

    CEO
  • Jane Doe

    CTO

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