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Senior Private Banker - Private Wealth Management Firm (8-20 yrs)
upGrad
posted 3+ weeks ago
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Flexible timing
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Job Description
Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- Financial Planning (FP) and Portfolio Services
- Execution of transactions post FP and on periodical basis
- Manage Private Wealth, PMS and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- 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 proposition
- Continuous learning, to be better equipped than our competitors
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Revenue Generation
Functional Areas: Other
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