Senior Private Banker (Pune)

Job Responsibilities

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsEnsure discipline of asset allocationAchieve a revenue target through sale of MF which will build a steady annuity flow and through all other asset classTo drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value propositionContinuous learning, to be better equipped than our competitorsTo closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research TeamsTo ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instancesTo continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WMRevenue GenerationBuild Assets under advisory (AUA) .