Private Banker/ Wealth Manager

2 weeks ago

Mumbai, Maharashtra, India Michael Page Full time
empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl

About Our Client

Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net Worth Individuals. We use knowledge to identify the right mix of Fund Managers across asset classes to ensure you have a winning portfolio. "The more we know, the more you win" hence our relationship managers are empowered with the science and art of investing. In addition, you also experience new insights and ideas on wealth creation through our exclusive knowledge events. As of September 2023, we manage the wealth needs of over 5,890 HNI families through a 220+ member team across fifteen cities with assets under advisory of over Rs. 73,400 Crores. *

Job Description

Principal Responsibilities

Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships. Manage a team of senior RMs catering to UHNI clients. Complete regular reviews with clients to understand their current and long-term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals. Use tools, information, and delivery channels effectively to deliver the highest levels of client service. Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients. Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date. Identify opportunities, to refer business to other business units. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Collaborate with the wider team to deliver the performance measures and plan to support the multi-channel client journey. Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss. Adhere to selling process and sales quality requirements.

The Successful Applicant

Requirements

Bachelor's degree with 12+ years of relevant experience Minimum 10 years proven and progressive financial services and/or retail sales experience or equivalent. Evidence of strong sales results in insurance and investment products. Relationship management experience with high-net-worth clients. Strong technical skills in wealth management. Strong communication, client focus and influencing skills. Strong sales orientation, networking, and portfolio management skills. Sound knowledge of financial services products and services and the client relationship management system.

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