Job Description
• He /she will be responsible for doing a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.
• Planning, developing, managing, executing an investment portfolio and plan based on Bank’s model portfolio’s.
• Managing customer relationships and evaluating the portfolio reviews through periodic reviews for all customers.
• Currently managing a large book size and ability to cross-sell investments.
• Ensure all customers have a CASA for routing their investments.
• Product knowledge pertaining to equity, mutual funds, bonds, structured products.
• Additional knowledge of investment, corporate banking products preferable for cross selling.
Desired Candidate Profile
The ideal candidate must have 10+ years of experience with a proven track record of maintaining successful relationships with HNI
Currently managing a book size of Rs. 100 Cr plus.
Attention to detail.
Excellent PR / Networking skills.
Sophisticated and excellent communication skills.
A flexible approach, and able to work across a number of vertical markets effectively
Company Profile
Contact Details
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