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Financial Services Professional

2 weeks ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Opportunity in Private Banking

We are seeking an experienced professional to fill a key role in our banking team.

About the Position:
  • Generate sales through various banking channels, targeting high net worth individuals and families.
  • Build and maintain relationships with clients, providing personalized service and expert advice on investment opportunities.
  • Identify new business opportunities and develop strategies to increase market share in the region.
  • Stay up-to-date on industry trends and developments, analyzing their impact on the financial services sector.
Requirements:
  • Bachelor's or Master's degree in a relevant field, such as finance, economics, or business administration.
  • Minimum 5 years of experience in private banking or a related field, preferably with knowledge of mutual fund products and investment analysis.
  • NISM Certification is an added advantage.