Private Client Group Manager

Waytogo Consultants

7 - 12 years

20 - 35 Lacs

varanasi nagpur kanpur

Posted:2 weeks ago| Platform:

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Skills Required

private client private wealth management private equity private banking pcg portfolio management services ultra hni pms family office private wealth aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Some of the responsibilities will include:
Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
Acquire New Clients for the firm and also develop new territories.
Increase AUM Book through cross selling products of bank and increasing wallet share
Work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
Adhere to all company processes and policies, and carry the bank brand through developed
functional and behavioural skills.
Deliver Sales Targets

Job Requirements:

Experience preferably in finance and/or sales
Experience / keen interest in investments/financial services.
Knowledge of Financial Markets and various asset classes
Strong Communication and Interpersonal Skills
Excellent written and oral communication skills
Entrepreneur mindset, self-motivated.

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