Sr Private Banker For A Large Pms (direct Sales Role) Job in Abc Consultants

Job Description

Functions
Business Development and Client Servicing

Job Objective
Business Development and achieve sales as per the business objective

Key Skills
- Lead engagement with UHNI and Family Offices
- Client Relationship Management
- Business Development
- Market Intelligence

Job Responsibilities

Business Development
- Build strategy for business development
- Increase the AUM by sourcing and targeting right clients in right geographies
- Maintain leads pipeline, pitch to prospective investors, close sales and onboard new investors
- Keep updated with range of investment opportunities
- Build visibility of the company

Client Servicing
- Service existing clients and raise AUM from existing clients
- Monitor, understand and explain performance/attribution/risk for client accounts
- Provide ongoing information to investors. Conduct periodic calls / video conference with investors.
- Client retention

Criteria
Educational Qualification MBA - Finance with good knowledge Equity

Experience
12 to 15 years
Good knowledge about Macro Economics, India Capital Markets