8 Private Bankers Jobs

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

Posted 1 day ago

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5.0 - 10.0 years

15 - 25 Lacs

mumbai

Work from Office

SVP/VP/ AVP / Relationship Managers - Private Wealth Managers/Private Bankers 1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in...

Posted 1 day ago

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...

Posted 1 day ago

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...

Posted 1 month ago

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

Posted 2 months ago

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7.0 - 11.0 years

15 - 30 Lacs

kolkata

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

Posted 3 months ago

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1.0 - 6.0 years

15 - 30 Lacs

Hyderabad

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the client...

Posted 6 months ago

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7.0 - 11.0 years

15 - 30 Lacs

Kolkata

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

Posted 6 months ago

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