Job Description
Key Responsibilities And Accountabilities
• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.
• Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
Skills Required
• 3 - 5 years relevant work experience in a Wealth management/Private Banking platform.
• Post graduate from a premier institute.
• Self-starter, proactive target oriented.
• Strong networking relationship building skills.
• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
Kindly apply with your updated resume at the earlier
,
This job is provided by Shine.com
• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.
• Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
Skills Required
• 3 - 5 years relevant work experience in a Wealth management/Private Banking platform.
• Post graduate from a premier institute.
• Self-starter, proactive target oriented.
• Strong networking relationship building skills.
• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
Kindly apply with your updated resume at the earlier
,
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The PMS Sales Role | Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
