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Private Banker-PMS

Private Banker-PMS

Array Job Solutions

10 - 20 years

|

35 - 80 Lacs

bengaluru delhi / ncr mumbai (all areas)

Posted:3 hours ago| Platform:

Apply

Skills Required

private banker pms portfolio management services

Work Mode

Work from Office

Job Type

Full Time

Job Description

JD:

Relevant Years of Experience

Location

Reports to

Education Qualification Required

Roles and Responsibilities

Key Responsibilities
Establishing strong client relationship.
Well versed with Investment products including Mutual funds/PMS/Alternate investment
funds/structured products
Should maintain sound market intelligence.
Should have handled UHNI and SME promoter segment in the wealth management space.
Client acquisition and Client relationship management skills are of paramount importance.
Should be adhering to client suitability while selling/referring products to the clients
Should be closely working with Product and operations team in onboarding/servicing/covering clients.
Currently handling assets of over 300cr
Key Skills Required:
Ability to move business and source new business both in equity and wealth products.
Core expertise in Equity Trading business & understanding of other financial products
Ability to scan the business and its environment and apply to the area of delivery
Be willing to seize initiatives and opportunities
Possess mature negotiation and commercial skills
Organized, self starter & passionate
Excellent written and verbal communication in English language.
Strong presentation and communication skills.
Role & responsibilities

Preferred candidate profile

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