Private Banking Role

Found in: beBee S IN - 3 weeks ago


HyderabadCoimbatoreAhmedabadVadodaraBarodaMumbaiNavi MumbaiDelhi NCRDelhiChennaiKolkataBa, India iimjobs Full time

1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions)

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of Equity, Debt, and Loan based products market.

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products


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    Found in: beBee jobs IN - 3 weeks ago


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    1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions) 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of...

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