5.0 - 10.0 years

0 Lacs

dehradun, uttarakhand

On-site

As a seasoned Private Banker with 5-10 years of relevant experience, you will be responsible for cross-selling wealth products within the same geography and market. You will leverage your expertise in the banking industry to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. Additionally, you will stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. Your role will require a deep understanding of wealth products and a proven track record of success in the private banking sector.,

Posted 3 days ago

Apply

RM / Senior RM - NRI Desk QuickTurtle

3.0 - 8.0 years

3 - 7 Lacs

Kochi, Mumbai, Chennai

Work from Office

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow up. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 1) Handling NRI Clients 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location : - Trivendrum, Telangana, Delhi, Vadodra, Mumbai,Chennai,Kochi,Coimbatore,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Pune,Indore

Posted 1 month ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.