Senior Manager- Private Banking

1 week ago

Mumbai, Maharashtra, India Canara Robeco Mutual Fund Full time

About the job

Designation - Senior Manager Private Banking

Experience - 5+ years

Location - Mumbai

Job Role

  • Generate Sales through banking and private wealth channel
  • Contact and follow up with new and prospective clients and set up new business opportunities
  • Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs
  • Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share
  • Stay up to date on industry trends and identify new market opportunities
  • Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products
  • Ensure and adhere to compliance and regulatory guidelines for the region

Educational qualifications & Experience

  • Graduation/Post-Graduation/AMFI certification
  • 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
  • NISM Certification

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