Job Description
About the Company: A leading Private sector Bank Location: Mumbai / Delhi / Pune / Ahmedabad / Chandigarh / Bangalore Job Responsibilities / Key Deliverables: 1. Customer Acquisition Minimum of 1 crore and above investable surplus2. Financial Planning (FP) and Portfolio Services3. Execution of transactions post FP and on periodical basis4. Manage Private Wealth, PMS and AIF fund related queries5. Ensure delivery of various MIS reports as per requirements6. To develop short term and long-term sales strategies for the WM business in line with the overall strategic goals of the organization7. Ensure discipline of asset allocation8. Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class+. To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition10. To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams11. To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM12. Responsible for individual revenue generation13. Build AUA Desired Profile: 1. Post Graduate / MBA from a reputed institute2. Minimum of 5-15 years of relevant experience
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager|Private Banker | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.