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Company recruit for Associate Director - Private Wealth - Bank

6.00 to 10.00 Years   Delhi   31 Jul, 2023
Michael Page
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Industry - Banking / Financial Services / BrokingCategory - Finance Skills - Wealth Management, Private Wealth, Corporate Relationship Managers, Private BankersJob Type - Permanent Job Description - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickinessClient DetailsHiring organization is a leading banking setup with a pan India presence.DescriptionKey deliverables: - Monitor and address HNI clients banking and Investment requirements- Identifying client in relevant segments- Prospecting and engagements- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)- Leverage marketing and other tools to augment sales and relationship- Ensure client retention and increase in wallet share- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profileProfileSuccessful Candidates: - Ability to manage relationships to improve relationship value of new & existing Clients- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills- Decision making skills with strong sense of ownership and ability to work under pressure- Ensure compliance with key regulatory requirementsJob Offer- Utilize the firms client-centered wealth management philosophy to guide your advisory services with an individual client base - Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan- Analyze market performance, investments, and client data to develop strategies for meeting clients financial goal- Interpret and prepare income projections, financial summaries, and investment performance reports,and manage and update client portfolios accordingly,

Keyskills :
financeadvisorycompliancereportingcustomer relationscross sellingcustomer service

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