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Sr. Manager / AVP Grade Senior RM Banaglore - Chennai -Hyderabad

Sr. Manager / AVP Grade Senior RM Banaglore - Chennai -Hyderabad

Management2000 Placement And Recruitment

7 - 12 years

|

14 - 18 Lacs

hyderabad chennai bengaluru

Posted:-1 days ago| Platform:

Apply

Skills Required

private wealth management wealth management private banking hni client handling hni portfolio management ultra hni equity advisory pms pwm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Wealth, Investment, Trade FX or Insurance Expert.
Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc.
Ensure quality of sourcing by acquiring Potential Insignia Clients.
Acquiring and managing both business, individual (resident and NRI) clients.
Increase product penetration and exit barriers, by cross- selling more number of products per client.
Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.

Preferred candidate profile

Relevant Business Banking / Wealth Management / Insurance or Equity or Private Wealth/ PBG/ Private Banking RM Experience in Banks, Wealth Management ,NBFC, Brokerage House. Relevant experience as below: Ar. Mngr / AVP grade Senior Relationship Manager 6+ years

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Management2000 Placement And Recruitment

Recruitment and Staffing

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