Job Description
Designation- Manager/ Sr Manager- Private Banking
Location- Across Delhi/ NCR
Job Description:
1. Acquiring Ultra HNI & Institutional Client
2. Dealing with Existing Client
3. Assessing the need & Risk apatite of client.
4. Preparing a comprehensive Financial plan for them
5. Suggesting Investment Instrument as per the need of client
6. Providing Advisory services in Financial Instruments like - Insurance ( Both life & Non Life), Mutual Fund, PMS, AIF & Corporate FD.
7. Generating the revenue
Desired Candidate Profile- Candidate Should have minimum 4 to 7 years of experience in core wealth management space . Primarily into Financial Planning & Wealth Advisory
CTC- 15 to 20 lpa
Interested Candidate can mail there resume to
[email protected]
Regards
Gaurav Singh
AVP- Talent Acquisition
Location- Across Delhi/ NCR
Job Description:
1. Acquiring Ultra HNI & Institutional Client
2. Dealing with Existing Client
3. Assessing the need & Risk apatite of client.
4. Preparing a comprehensive Financial plan for them
5. Suggesting Investment Instrument as per the need of client
6. Providing Advisory services in Financial Instruments like - Insurance ( Both life & Non Life), Mutual Fund, PMS, AIF & Corporate FD.
7. Generating the revenue
Desired Candidate Profile- Candidate Should have minimum 4 to 7 years of experience in core wealth management space . Primarily into Financial Planning & Wealth Advisory
CTC- 15 to 20 lpa
Interested Candidate can mail there resume to
[email protected]
Regards
Gaurav Singh
AVP- Talent Acquisition
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening| Manager| Sr Manager| Private Banking 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.
