Preferred Client Group - Private Wealth

Excellent Opportunity for Relationship Manager in Preferred Client Group

Position: Preferred RMLocation: MumbaiExperience Minimum :2-7yrsSalary CTC : Best in industry (Open )+ Incentives.

Looking for candidates with Good Stability at least 2 years in current company.

Key Job Responsibilities -

1. Manage and generate cross sell revenue from preferred clients.
2. Acquire preferred clients
3. Provide financial planning services to all assigned and acquired preferred clients.
4. Responsible for all cross sell related servicing to assigned clients.
5. Ensure client meetings as per defined norms.
6. Maintain records of business on internal software.
7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
8. Ensure compliance as per various regulator and organization guidelines.

Criteria for Eligibility:
Qualification PG/MBA from reputed institute or Graduate from good college.
AMFI certification and knowledge of Mutual Funds would be an added advantage.

Experience Minimum 2-8 yrs in handling HNI relationship, Sales & Financial Planning of HNI Clients with good business / market knowledge. 

Having experience of handling HNI Client acquisitions and Relationship Management & service.

Intersted candidate can mail their resume on namishag@headhuntershr.com

Opening for Account Director for Leading Private Wealth Management Firm !!

Greeting for the day !!

Role: Account Director - Private Wealth

Reporting to: Market Director - Private Wealth

Location: Bangalore / Hyderabad / Coimbatore / Mumbai

Exp: 6 to 12

PRINCIPAL ACCOUNTABILITIES / MAJOR DELIVERABLES

• Responsible for handling private banking clients and advising them across various asset classes including equities, fixed income, real estate and alternative investments and thereby, help drive the business forward
• Also responsible for building an asset book and maintaining the Net Interest Margin of the asset book.
• Should maintain and continuously acquire and develop a high end client base
• Understanding of Processes, Products and compliance.
• Monitor actual business performance vs. the goals continually and take appropriate actions to ensure achievement of the goals and objectives as set out in the business plan and always remaining within the limits set by the budgets and compliance norms for rules, regulations and internal processes.

DESIRED SKILLS AND EXPERIENCE

• MBA / Post Graduate Diploma in Management
• 6 - 12  years of experience in Private wealth / private banking industry
• Strong Relationships with HNI/UNHI clients / Familiies / Trusts
• Ability to structure deals as per the clients needs/requirements
• Excellent Relationship building and networking skills

Interested candidate can share their resume on namishag@headhuntershr.com