Senior Private Banker/Team Lead

1 week ago

Bhopal Jaipur Raipur, India Upman Placements Full time ₹ 15,00,000 - ₹ 20,00,000 per year

SUMMARY:

The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

ROLES & RESPONSIBILITIES:

  • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

  • Maintaining client relationships and generate AUM from preferred clients.

  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition

  • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

  • To conduct and assist in organizing seminars, workshops and other business development activities.

Skills :

  • Team Management Skills

  • Collaboration

  • Excellent networking and communication skills

  • Self-motivated and passionate about financial markets

  • Keeps track of trends in the financial services industry

Preferred candidate profile

  • Minimum of 10 To 15+ years of experience

  • PRE-REQUISITES:

  • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

  • Handle and manage clients with a minimum Investment amount of Rs 1cr and above.

  • Experience of advising clients across all asset classes.

  • Candidates having good vintage in their present as well as previous companies.

  • Private Banker

    3 days ago

    Jaipur, India EMS CONSULTANCY Full time

    JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...

  • Senior Private Banker

    1 week ago

    Raipur, Chhattisgarh, India Emkay Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Position: Senior Private BankerJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short...

  • Senior Relationship Banker

    2 weeks ago

    Ahmedabad, Surat, Jaipur, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Senior Relationship BankerWe are seeking a highly skilled and experienced relationship banker to join our team. As a senior relationship banker, you will be responsible for managing banking relationships of high net worth individuals.

  • Investment Banker

    2 weeks ago

    Raipur, Chhattisgarh, India Crystal heaven Full time

    **Job Title**: Investment Banker (Stock Market) **Location**: [Raipur] **Reports To**: [Insert Title, e.g., Senior Investment Banker, Managing Director] **Job Overview**: **Key Responsibilities**: - **Capital Markets Advisory**: Advise clients on raising capital through equity offerings, including Initial Public Offerings (IPOs), secondary offerings, and...

  • Private Company Sourcing Specialist

    1 week ago

    Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    About PrecizePrecize is an alternative investment platform that provides access to pre-IPO shares and global trade finance opportunities.We envision a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing in India.Role DescriptionThis Investment Analyst role focuses...

  • Value Banker-required Freshers Candidate

    5 days ago

    Raipur, India AUROVISGLOBAL PRIVATE LIMITED Full time

    we have urgently vacancy for Value banker position for a reputed bank. Qualification-Any graduation/B.tech Salary-23k to 25k Contact person- +91-XXXXXXXXXX **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: ₹23,000.00 - ₹25,000.00 per month **Benefits**: - Cell phone reimbursement - Food provided - Health insurance - Leave...

  • Seasoned Private Banker

    1 week ago

    Jaipur, Rajasthan, India Emkay Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short term and long term sales strategies for the WM...

  • Senior Relationship Banker

    5 days ago

    Raipur, Udaipur, Sirsa, India beBeeRelationshipBanking Full time ₹ 6,00,000 - ₹ 12,00,000

    We are seeking a highly skilled Senior Relationship Banker to join our team. This individual will be responsible for developing and maintaining strong relationships with clients to drive business growth and expand existing customer relationships.Responsibilities:Client Relationships: Develop and maintain strong relationships with clients to increase business...

  • Team Lead

    1 week ago

    Jaipur, Rajasthan, India Requin Solutions Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Key ResponsibilitiesManage and lead a team of academic content writers, ensuring clear communication and collaboration.Set performance goals, monitor progress, and provide regular feedback to team members.Conduct training sessions and workshops to enhance the skills of the team.Oversee the quality of content produced by the team, ensuring it meets our high...

  • Personal Banker Gold Loan

    2 weeks ago

    Raipur, India Abacus Consultants Full time

    **3 - 7 years**: **Any Graduate**: **Gold loan**: **5 lkh ~ 6 lkh**: **Job Name - PA (Business Unit) : RBB - Personal Banker Gold Loan** **Job Title : RBB-Personal Banker Gold Loan (PBGL)** **Business Unit (PA) **:RBB **Team **:Retail Branch Banking **Reports to (job)**: PBA / BOM / Branch Manager (As applicable) **Location of role **:Pan India **Job...