SVP/VP/ AVP / Relationship Managers , Private Bankers

Quick Turtle

1 - 6 years

0 - 6 Lacs

Jaipur Rajasthan India

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

Wealth Management Client Relationship Driving Revenue financial advice Aum Equity Broking

Work Mode

On-site

Job Type

Full Time

Job Description

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management

SVP/VP/AVP Relationship Managers and Private Bankers

Key Responsibilities

Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients
, building long-lasting relationships based on trust and exceptional service.
Generate significant revenue
by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
Network strategically
and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
Utilize
exceptional selling skills, soft skills, and deep product knowledge
to effectively communicate value propositions and address client needs.
Possess a
deep understanding of capital markets and all financial products
, enabling you to provide precise and timely advice to clients.
Build Assets Under Management (AUM) and expand the client base
in alignment with targets defined by the company.
Regularly
send relevant news, market-related inputs, and insightful reports
to clients, keeping them informed and engaged.

What We're Looking For

Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management.
Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking.
Familiarity with loan products is a plus.
Exceptional selling, communication, and interpersonal skills.
A strong grasp of capital markets and financial products to provide sound advice.
A results-driven mindset with a track record of building AUM and client base.

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