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Private Banker - Portfolio Mapped

5.00 to 8.00 Years   Chennai, Hyderabad, Mumbai City, Delhi   12 Aug, 2022
Manzil HR Services
Job LocationChennai, Hyderabad, Mumbai City, Delhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile2. To meet the revenue and product mix targets3. Gateway to any requirement .4. Recommendation of products as per client requirement.5. Manage 40 to 50 clients6. Should generate revenue of 3 - 5 times cost.7. Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.8. Should maintain & continuously develop high end client base.9. To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.10. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback rec,

Keyskills :
investment bankingfinding opportunitiesstructured productsmutual fundscustomer requirementsfixed incomestock marketinvestment productsproduct mixriskhedge fundsnet

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