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Private Wealth Manager (Individual/ TL)- Leading NBFC (All metro city)

8 - 13 years

25 - 40 Lacs

New Delhi Pune Mumbai (All Areas)

Posted:23 hours ago| Platform: Naukri logo

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Skills Required

Wealth Management Private Banking Private Wealth Mutual Funds Ultra Hni PMS Investment Advisory HNI Acquisition Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Customer Acquisition above 1 Cr Financial Planning (FP) and Portfolio Services • Execution of transactions post FP and on periodical basis • Manage Private Wealth, PMS and AIF fund related queries • Ensure delivery of various MIS reports as per requirements • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery • Ensure discipline of asset allocation • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition • Continuous learning, to be better equipped than our competitors • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM • Revenue Generation Role : Both Individual role and Team handling role Preferred candidate profile candidates can be from Banking/ NBFC Camddiates should be from wealth Maanagement background Min 8+ yrs exp in wealth products experience. Location : Mumbai, Delhi,Pune,Bangalore,Hyderabad,Chennai .Ahmedabad, Chennai,Jaipur Interseted canddiates please share your updated resume to yamuna.ravichandran@upgrad.com

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Rekrut India
Rekrut India
www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

126 Jobs

    Key People

  • Amit Tiwari

    Founder & CEO

  • Priya Sharma

    Chief Operating Officer

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