Private Banking

1 week ago

Bangalore Division, India MetaMorph Full time

About MetaMorph: We at MetaMorph, empower organizations to scale and innovate by placing people at the centre of their strategy. With a proven track record of supporting over 220 orgs, we specialise in aligning talent with their needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360° About our client: It’s a diversified Indian financial services firm offering a wide spectrum of investment, advisory, and trading solutions, with over two decades of market presence. Responsibilities: ● Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus ● Financial Planning (FP) and Portfolio Services ● Execution of transactions post FP and on periodical basis ● Manage Private Wealth, PMS and AIF fund related queries ● Ensure delivery of various MIS reports as per requirements ● 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 ● 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 Qualifications: ● Post Graduate / MBA from a reputed institute Experience ● Minimum of 8 - 12 years of experience

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