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Private Client Partner

Private Client Partner

YES Securities

5 - 8 years

7 - 10 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

market penetration marketing strategy business management local marketing marketing management market analysis sales business administration marketing promotions customer satisfaction compliance selling demonstration marketing support

Work Mode

Work from Office

Job Type

Full Time

Job Description

YES SECURITIES is looking for Private Client Partner to join our dynamic team and embark on a rewarding career journey. Develop and manage long-term relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Understand clients financial goals, risk appetite, and lifestyle requirements to design bespoke financial solutions. Act as the single point of contact for all client needs, ensuring timely execution of investment, lending, and banking requirements. Work closely with wealth advisors, portfolio managers, and product specialists to deliver comprehensive wealth management solutions. Ensure high levels of client satisfaction by offering personalized service and proactively addressing concerns. Regularly review client portfolios, recommend changes based on market dynamics, and track investment performance. Maintain a high level of regulatory and internal compliance in all client engagements and documentation. Identify opportunities to cross-sell products including insurance, loans, and structured investment solutions. Represent the institution with professionalism and discretion while building the brand in the high-net-worth client segment.

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YES Securities

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Mumbai

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Private Client Partner