Wealth RMs / Private Bankers in Bangalore
1 Nos.
117946
Full Time
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Sales / BD
Banking/Financial Services
MBA/MMS/MPM/PGDM - Finance
Job Description:
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
Key Skills :
Company Profile
one of India's premier financial --- conglomerates providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial product and Wealth Management solutions.
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