Worli, Mumbai |   400000 - 900000 P.A.

2+ years

Job Description:   

Job Summary:

You collaborate in acquiring and leading client relationships, providing Proprietary Investment
solutions & services tailored to the sophisticated needs of affluent, HNIs & Ultra HNIs clients.

You will have the opportunity to present unique and a very profitable Investment solutions and services supported by a Robust Technological Ecosystem for Clients.

As a specialist with knowledge and product expertise in providing solutions for clients in the creation, management, and transfer of their wealth, you will work towards specific individual, team, Asset under Management as well as revenue targets.

You are required to deliver superior service to clients and seek opportunities to collaborate with other business divisions and specialist to deliver cross selling opportunities.

Your skills & expertise
• Exceptional personal and professional network within the HNI, Ultra HNIs, Family Office segment.
• Proven Track record of client acquisition and management of wealth of clients.
• Excellent client and service orientation as well as outstanding communication skills when interacting with sophisticated entrepreneurs and leaders.
• Strong financial product knowledge and technical competence in understanding, developing, and delivery of
Investment Solutions.
• Excellent Presentation and Interpersonal skills.
• Drive and motivation to work in a Mission Driven, target oriented and high-performance culture.
• Entrepreneurial and Innovative approach in the identification of business opportunities, paired with result driven work approach and high level of flexibility.
• Proficiency in English as well as native language spoken by the clients (in respect Geographical area).

Experience: 2+ of relevant experience in Private Banking, Wealth Management, Investment Advisory.
Qualification: MBA or Post Graduate Diploma in Business Administration/CA/Engineering

Qualification: MBA or Post Graduate Diploma in Business Administration/CA/Engineering

Keyskills:   Business Development, Client Relationship Management, Private Banking, Wealth Management, Investment Advisory

Please note - due to the number of applications we receive, we will only be able to respond to successful candidates.