Wealth Manager / Private Banker - Mumbai
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Our Client are Leading Bank and Wealth Management Firms and are hiring of Wealth Manager Role.
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required : HNI Client Acquisition
Location : Mumbai.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required : HNI Client Acquisition
Location : Mumbai.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
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