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Senior Relationship Manager - Private Banking

2.00 to 9.00 Years   Chennai, Ahmedabad   14 Apr, 2022
Job LocationChennai, Ahmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryLogistics / Courier / Transportation
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Vacancies for Private Wealth Relationship Manager / Sr. Private Wealth Relationship Manager/ Team leader Private banking with leading NBFC in Private wealth segmentLocation - Chennai, Hyderabad, Bangalore, Mumbai, Pune, Baroda, Ahmadabad, DelhiProfile:- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM- To identify and develop new opportunities to deliver advice and solutions to existing clients, - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities- Be able to work with colleagues of other divisions to Cross Sell products and services to clientsExperience: Minimum 2 -20 years of experience in handling Private wealth Segment Role- Individual / Team handling CTC- OpenPreference:- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.- Experience in investment/financial services knowhow of capital markets knowledge- Relationship Management Interpersonal skills- Excellent written and oral communication skills- Strong analytical skills and ability to work in teams.,

Keyskills :
salesmarketingbusiness developmentbankinginsurancestrong analytical skillsteam handlingprivate bankingcapital marketsasset allocation

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