Sr Private Banker For A Large Pms (direct Sales Role) Job in Abc Consultants
Sr Private Banker For A Large Pms (direct Sales Role)
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
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
12 to 18 Years
2 - 4 Hires
