Playing Captain

3 weeks ago

Ahmedabad, India DSP Eminence Consulting Services Full time

Hiring for Playing Captain in Private Banking with a Banking firm - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions- Lead, mentor and support the team to achieve individual and team revenue targets- Act as a key point of contact for key clients, ensuring exceptional service delivery- Drive product penetration and cross-sell opportunities within the existing and new client base- Ensure compliance with all regulatory and internal policies while handling client portfolios- Work closely with product, research, and operations teams to deliver holistic wealth solutions- Track and analyze portfolio performance and report key metrics regularly (ref:iimjobs.com)

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