private banker-wealth management.

 To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization
 To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
 Ensure discipline of asset allocation
 Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
 To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
 To 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 Teams
 To ensure adherence to internal and external
 Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
 To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
 Responsible for individual and team revenue generation in case of team leader role
 Build AUA
Required Skills
The role of a Wealth Manager/Private Banker is highly entrepreneurial and involves extensive
client development, prospecting, and financial consultancy.
 Self motivated and passionate about financial markets with strong entrepreneurial skills.
• Excellent networking and communication skills
 Deep knowledge of all aspects of wealth/private banking activities
 Developing strategy and implementing process and team development that enhance the
achievements of business objectives catering to HNI and UHNI net-worth individual of
family offices
Qualification
• Graduation in any field; MBA in Finance would be added advantage
Experience
• Minimum of 8+ years of experience
Personal Attributes
 Good Interpersonal
 Sound Knowledge in Financial Instrument
 Ambitious and willing to work hard to achieve targets
 Ability to work individually