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Private Banker | HNI Acquisition

Private Banker | HNI Acquisition

Waytogo Consultants

12 - 19 years

20 - 32 Lacs

Chennai, Bengaluru, Bangalore Rural

Posted:2 months ago| Platform:

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Skills Required

Private Wealth Premier Wealth Management Ultra Hni PMS HNI Acquisition Family Office AIF Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Duties & responsibilities :- • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

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Waytogo Consultants

www.waytogoconsultants.com

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San Francisco

50 Employees

82 Jobs

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